June Viewpoints

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  Economic and Investment News Bits The S&P 500 has had 24 record high closes YTD 2017 through Wednesday, June 14, 2017. Less than halfway through the year, it has already surpassed the total number of record closes from 2016. (Source: S&P Dow Jones Indices) One in five Americans never have a serious discussion about… Read more »






May Viewpoints

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  Economic and Investment News Bits One million more people will travel this Memorial Day weekend than last year (an increase of 2.7%). (Source: AAA) Unemployment decreased slightly to 4.4%, tying the lowest level from the last economic expansion. In the last 40 years, the only time unemployment has been lower was during the longest… Read more »






April Viewpoints

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Economic and Investment News Bits Americans will spend more than six billion hours preparing their taxes this year along with $10 billion to tax preparation firms and $2 billion on tax preparation software. In many developed democracies, the government provides “pre-filled returns” (while also having an appeals process), avoiding much of the time, money, and… Read more »






March Viewpoints

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Economic and Investment News Bits As markets correctly anticipated, the Federal Reserve raised interest rates by 25bps. This is largely seen as a vote of confidence in the US economy, which has experienced increasing inflation and job growth. Following suit, most banks increased their prime lending rates…and may eventually increase their deposit rates.  Keep these… Read more »






February Viewpoints

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Economic and Investment News Bits The surest way to reach financial goals is to contribute adequately on a regular basis. This is more important than asset allocation, security selection, and even risk management. Increasing contributions trumps all other aspects of investing.  The goal should be to max out payroll deductions for retirement plans.  (Source: Hal… Read more »