Investments

  • Equities and Inflation Climb
    Equities and Inflation Climb

    All eyes on corporate earnings... and a percolating CPI

    Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday.
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  • What’s In A New Year’s Resolution?
    What’s In A New Year’s Resolution?

    Ask a simple question... and you just might get inundated with a vast and varied collection of attitudes, opinions and commentaries

    by P.E.Kelley

    Just after the first of the year, I received an e-mail from Axel Merk, president and CIO of Merk Investments, a San Francisco advisory firm. In it he posed what appeared to be a simple and straight-forward question: 'What would make 2018 more productive for you?'
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  • Putting Financial History in the Driver’s Seat
    Putting Financial History in the Driver’s Seat

    Nationally Acclaimed Bay Area Money Manager Post 27.4% Increase In Its Equity Portfolios

    Winans Investments (WI), a 25-year old investment advisory firm, has drawn national recognition by being featured in TD Ameritrade's quarterly financial magazine "Advisor Solutions" for its unique approach to active investing & civic activities.
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  • Understanding New  Payroll Impacts of the Tax Cuts and Jobs Act
    Understanding New Payroll Impacts of the Tax Cuts and Jobs Act

    Tax Firm: Changes to IRS code will be 'substantial'

    Congress passed the Tax Cuts and Jobs Act (the "Act"), and it was signed into law in December 2017. The changes to the Internal Revenue Code (IRC) will be substantial. The Act, in its official electronic version, is 185 pages long. There are payroll impacts that are important to note and are summarized below.
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  • Bitcoin Investment Trust Announces Stock Split
    Bitcoin Investment Trust Announces Stock Split

    Shareholders to receive 90 additional shares of the Trust for each share held

    Grayscale Investments, LLC, the sponsor (the "Sponsor") of the Bitcoin Investment Trust (OTCQX: GBTC) (the "Trust"), announced that it has today declared a 91-for-1 stock split of the Trust's issued and outstanding shares. With the split, shareholders of record on January 22, 2018 will receive 90 additional shares of the Trust for each share held.
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  • Advising the Wary & Inexperienced
    Advising the Wary & Inexperienced

    Perceived Investing Experience Drives Attitudes to Active Management, Advice-Seeking Behaviors, Loyalty to Firms vs. Advisors

    The degree of perceived investing experience – independent from investable assets – influences consumer attitudes to active management, advice-seeking behaviors and loyalty to firms versus advisors.
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  • Tax Cuts Sustain Bullish Outlook Among RIAs
    Tax Cuts Sustain Bullish Outlook Among RIAs

    Independent RIAs Flock to ETFs for New Client Assets in 2018

    Company earnings and interest rates may drive the markets, but the new U.S. tax plan will impact individual investors the most in 2018, independent registered investment advisors (RIAs) tell TD Ameritrade Institutional1 in its latest survey.
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  • A Market Look Back at 2017
    A Market Look Back at 2017

    Retail investors were net buyers in December and overall for the year

    The December 2017 Investor Movement Index® reached an all-time high of 8.59 as retail investors significantly increased their equity exposure throughout 2017, TD Ameritrade, Inc.... announced today.
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  • Three Steps to Help Improve Retirement Outcomes
    Three Steps to Help Improve Retirement Outcomes

    J.P. Morgan: Implications of 2018 Long-Term Capital Market Assumptions for Plan Sponsors

    Investors can still expect to face a historically low-return environment over the next decade, leaving Americans with an undiminished challenge as they look to ensure a financially secure retirement...
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  • Stocks Start 2018 With Jump
    Stocks Start 2018 With Jump

    While jobs missed the mark, wages rose and unemployment held

    The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year. International stocks in the MSCI EAFE gained 2.44% last week. In the U.S., our major indexes also leapt forward, hitting a number of records and milestones.
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