Month: October 2014

October
29

Provided by: Jon McGraw

Fed Notes: October 29, 2014

Apparently last week’s comment by St. Louis Fed President James Bullard who requested for the Fed to continue quantitative easing, “…at least at its present levels…” (subsequently dubbed the ‘Bullard Bounce’ by Barron’s after positive market reaction) went unheard by chair Janet Yellen and voting members of the Fed’s Federal Open Market Committee (FOMC). As did Chicago…

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October
27

Provided by: Jon McGraw

Calming Waters Bring Better Fishing

After a week that left investors wondering what’s next – much like fishermen on a lake as the wind kicks up and the water gets choppy – the wind settled and the fish started biting. U.S. stock markets posted their best weekly returns in almost two years last week. When all was said and done,…

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October
23

Provided by: Jon McGraw

IRS Expands 2015 Retirement Plan Contribution Limits

The U.S. Treasury Department has announced new figures for retirement account savings for 2015, and this year there is extra room for savings for wage and salary types as well as the self-employed. If you have a 401(k), a SEP-IRA, or a SIMPLE, and if you can manage it, you might think about increasing your…

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October
20

Provided by: Jon McGraw

Market Spookiness Gives an October Fright

It’s a little early for Halloween, but markets sure got spooked last week. After a 21-month ride to mid-September highs, stock markets jolted and shook investors last week like the most dramatic and scream-inducing rollercoaster at an amusement park’s fright night. Barron’s described it like this: “The Dow Jones Industrial Average endured dizzying swings each…

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October
13

Provided by: Jon McGraw

Keep Calm and Carry On

The slogan comes from a United Kingdom Ministry of Information propaganda poster designed to boost morale if the United Kingdom was invaded during World War II. Despite its current popularity, the poster was never distributed. The slogan offers some sound advice for anyone who was unnerved by last week’s stock market volatility. Investor optimism caught…

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October
06

Provided by: Jon McGraw

Estate Planning for the 72% — It’s Incomplete

Serious illness or death of a parent, spouse or close friend often serves as a wake up call when it comes to Estate Planning. Considering a 2013 survey revealed 72 percent of wealthy investors did not have complete estate plans, it is important to realize the odds are stacked against those who will serves as…

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October
06

Provided by: Jon McGraw

“Life is fine! Fine as wine! Life is fine!”

During the third quarter of 2014, U.S. investors remained as optimistic as the narrator in Langston Hughes’ poem, Life Is Fine. All major U.S. indices pushed higher during the quarter despite mixed economic signals, monetary policy concerns, and geopolitical tensions. U.S. Treasury bond markets continued to confound investors and analysts during the quarter. Rates have…

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