As equities continue their bullish run into 2017, there have been a few common questions that have continued to surface in conversations with our clients and professional partners…
As most of you do, we vividly recall the housing crisis of 2008 and the rippling effects that shocked the financial world.
Market volatility is back. After going nearly 310 trading days since a back-to-back daily decline of .5% or more, we witnessed a market decline as measured by the S&P 500 of nearly 10%. While some investors have become nervous, we simply see this as a reversion back to normal market volatility.
“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966-1980. In 2017, as the year wound to a close, House Republicans introduced their version of tax reform.
There is no “perfect” allocation to stocks and bonds, as an individual’s allocation should be based on their portfolio’s ability to assume risk and their appetite for risk. For some, a mix of 0% stocks and 100% bonds may be sufficient.