Archive for the ‘Investment Concepts’ Category
Outlook 2017: Gauging Market Milestones
Heading into the New Year, we are mindful of market milestones that have come together to influence the investment landscape: a new president and administration,... More
Oil Moving Higher: Market Implications
Following a surprise announcement by OPEC (Organization of Petroleum Exporting Countries) earlier this month, Brent crude oil rose above $55 per barrel—a 16 month high.... More
Year-End Tax Considerations
For high net worth investors, taxes matter—a lot. With the current top Federal marginal tax rate of 39.6% and a state income tax rate added... More
Hot Topic: Rising Interest Rates
As you have probably noticed, a lot has been said over the past two weeks about rising interest rates in the U.S. The 10 Year... More
Election Special
As we all know, the Presidential election is coming up next Tuesday. The intensity of this political battle between Donald Trump and Hillary Clinton, along... More
Corporate Earnings: Finally Back to Growth?
Famous value investor Benjamin Graham once made the following observation regarding the stock market: “In the short run, the market is a voting machine but... More
The Presidential Election: How Will It Impact Financial Markets?
With the U.S. Presidential election now less than a month away, investors worldwide look to political headlines to try and understand what the impact might... More
High Dividend Stocks: The Cure for Low Interest Rates?
“More money has been lost reaching for yield than at the point of a gun.” Ray DeVoe Jr. Bond yields in the U.S. and around... More
Dividend Bubble?
Dividend stocks have been thriving in the low interest rate environment. Dividend-paying stocks, which we define as stocks with higher dividend yields than the broad equity market, have... More