American capitalism boomed in the early part of the 20th century. The nation was smack dab in the middle of the Industrial Revolution, ordinary citizens enjoyed newfound wealth and the stock market soared. Everyone wanted a piece of the action. There was just one problem though: Investing wasn’t that accessible. Online brokerage companies like E-Trade…
Things to Consider About Mutual Funds
THE IMPACT OF RISING OIL PRICES
Overview The Trump Administration is poised to reimpose sanctions on Iran six months from its May decision to withdraw from the Iran nuclear deal. The agreement stated that Tehran would curb its nuclear activities in exchange for removing previous sanctions by the U.S. and Europe. Once the U.S. sanctions are back in play, they have…
DIVIDEND STOCKS FOR RETIREES
Overview In the U.S., interest rates have remained relatively low for about a decade — since the Great Recession. Low rates are a problem for conservative bonds, traditionally a preferred investment for retirees. Because of low-income yields, retirees have sought supplementary income from more aggressive holdings. One such security is the dividend stock. The typical…
Some of the Most Common Misunderstandings about Retirement Savings
Having retirement savings is important because it allows people to retire when they want to and when they feel ready to. Retirement is seen as a time to de-stress. A time to do activities that an individual always wanted to do throughout the work years. Building retirement savings can seem daunting, but with Wealth CAPS,…
Speculator or Investor
Overview There’s no question that 2017 was the year of the bitcoin. In just 12 months, the digital currency rose from under $1,000 in price to nearly $20,000.1 Before its meteoric rise in value that year, most people had never heard of the digital currency and probably thought it was a gaming app you could…
TARIFFS AND INVESTMENT STRATEGY
Overview In an effort to establish a new global trade policy, the Trump Administration announced it would impose a 25 percent tariff on imported steel and 10 percent on aluminum.1 That dictum was shortly followed up with an additional 25 percent tariff on approximately 1,300 Chinese exports worth about $50 billion annually.2 Free Trade These…
PROSPECTS FOR VOLATILITY IN 2018
Overview The fact that there is increased focus on volatility this year comes as no surprise. In 2017, the equity markets experienced the lowest volatility levels in 90 years — a scenario that is hardly sustainable.1 A common measure of stock market volatility is the Chicago Board Options Exchange (CBOE) Volatility Index, referred to by…
March Monthly Advisory Report
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THE BENEFITS OF DOLLAR-COST AVERAGING
Overview Dollar-cost averaging is a tactic utilized by investors whereby they invest the same fixed dollar amount over regular intervals, such as each month or quarter. While the amount of money invested each month remains the same, the number of shares it buys will vary based on fluctuating prices. When prices are higher, the investor…
February Monthly Advisory Report
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