Blog

August
06

Provided by: Your Family CFO Team

Capital Gains Tax Reform Comes with a Big Price Tag

Capital gains tax reform comes with a big price tag: $100 billion over 10 years.  A capital gain is any increase in the value of an asset, such as an investment, a home, land, etc., between its purchase and its sale. The amount of a gain is determined by subtracting the purchase price from the…

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July
30

Provided by: Your Family CFO Team

Is it a sugar rush or something more sustainable?

Economic growth in the United States was strong during the second quarter. Gross domestic product (GDP), which is the value of all goods and services produced in the United States, grew by 4.1 percent. That’s the fastest growth in four years, reported the BBC. The news was received with varying levels of enthusiasm. President Trump…

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July
24

Provided by: Kyle Hogan

What Is Long-Term Care?

This article was written & provided by OneAmerica®. For many people long-term care is synonymous with living in a nursing home. Actually, there are more options than ever to help you maintain comfort and dignity during a care need, including receiving care in your own home. Preparing for long-term care should address your health, wellness…

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July
23

Provided by: Your Family CFO Team

Last week, there was some good news and some notable news…

Here’s the good news: Corporate earnings have been strong. As of July 20, 17 percent of the companies in the Standard & Poor’s 500 Index had reported second quarter results. More than 85 percent of those companies reported positive earnings surprises, according to FactSet, which means they earned more than expected. “It appears the lower…

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July
16

Provided by: Your Family CFO Team

Investors are becoming more discriminating…

Trade tensions escalated as the U.S. administration expanded tariffs on Chinese goods last week. You wouldn’t have known by watching the performance of benchmark indices, though. Just four of the 25 national stock market indices tracked by Barron’s – Australia, Italy, Spain, and Mexico – moved lower. However, if you look a little deeper into…

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July
10

Provided by: Jeff Rice

Paying for Off-Campus Housing with a 529 Plan

Written by Kimberly Lankford, Contributing Editor, Kiplinger June 13, 2017 Q: My son will be a sophomore in college in the fall and is living off-campus. He has a 12-month lease, but he doesn’t attend classes in the summer. Can I use his 529 money tax-free for the full year’s rent, or do I need to…

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July
09

Provided by: Your Family CFO Team

What a roller coaster of a quarter!

When it comes to the American Association of Individual Investors (AAII) Sentiment Survey, respondents tend to be more bullish than bearish about U.S. stock markets. The survey’s historical averages are: 5 percent bullish 0 percent neutral 5 percent bearish As the second quarter of 2018 began, investors were feeling less optimistic than usual. (About 36.6…

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July
02

Provided by: Your Family CFO Team

There’s a bear in China – and it’s not a panda.

The Shanghai Stock Exchange (SSE) Composite Index, which reflects the performance of all shares that trade on the Shanghai Stock Exchange, dropped into bear market territory last week, reported CNBC. The Index has fallen more than 20 percent from its previous high. It appears some investors saw an opportunity and bought the dip since the…

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June
25

Provided by: Your Family CFO Team

What time is it?

The yield curve may be the pocket watch of economic indicators. It’s been around for a long time and it’s often right, but not always. The yield curve is the difference between the interest paid on two-year government bonds and 10-year government bonds. In normal circumstances, an investor would expect to earn a higher rate…

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June
19

Provided by: Your Family CFO Team

Deal or No Deal?

Last week opened with heightened trade tensions between the United States and its allies. It closed with the United States imposing new tariffs on $50 billion of Chinese goods. The Chinese declared it was the start of a trade war, reported Financial Times. U.S. markets largely ignored the potential impact of trade wars on multiple…

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