Blog

February
12

Provided by: Your Family CFO Team

Back to Reality…

After months of eerie calm, stock market volatility has returned. The CBOE Volatility Index (VIX) – a measure of how turbulent investors expect stock markets to be during the next 30 days – appeared to fall asleep in November 2016. For more than a year, a level of serenity that is rarely associated with stock…

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February
05

Provided by: Your Family CFO Team

It was not a good week for stocks.

Last week, stock markets around the world lost value. In the United States, the Standard & Poor’s 500 Index (S&P 500), Dow Jones Industrial Index (Dow), and NASDAQ all finished lower. Some pundits have been drawing comparisons between the performance of the Dow last Friday and Black Monday, the memorable day in 1987 when the…

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January
22

Provided by: Your Family CFO Team

Gone Negotiating…

Last week, the United States government might as well have hung a sign on the front door of the Capitol that read, “Gone negotiating. We’ll be back in…however long it takes.” In 2013, the U.S. government closed for 16 days. About 850,000 federal workers were furloughed and 6.6 million workdays lost. The shutdown affected private…

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January
08

Provided by: Your Family CFO Team

Whoosh! Bang! Flash! Fizz! Whistle!

Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s…

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January
03

Provided by: Your Family CFO Team

How good was 2017?

Your Family CFO. Life Enjoyed – Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed – Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed – Wealth Appreciated. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests…

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December
27

Provided by: Your Family CFO Team

It’s time to turn your mind to taxes…

Last week, President Trump signed tax reform, officially titled ‘An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018,’ into law. The legislation provides significant permanent tax cuts for businesses, including reducing the corporate tax rate from 35 percent to 21 percent….

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December
18

Provided by: Your Family CFO Team

Here we come a tax-reforming…

The reconciliation of Congressional tax reform bills proceeded apace last week, and Congress is expected to vote on the measure early this week. If tax reform passes, Dubravko Lakos-Bujas, head of U.S. equity strategy with JPMorgan, thinks we may see value stocks swing back into favor. Barron’s reported: “The spread between value and growth has…

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December
12

Provided by: Vince Pastorino

2018 Retirement Plan Contribution Limits

Written by: Matthew Frankel (TMFMathGuy) The IRS recently announced updated retirement plan contribution limits for 2018, and there are several significant changes taking place. Here’s how the new contribution limits will affect 401(k) plans, IRA investors, and Americans who use other varieties of tax-advantaged retirement savings plans. 401(k), 403(b), 457, and Thrift Savings Plan contribution…

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December
11

Provided by: Your Family CFO Team

It’s the hap- happiest season of all.

While holidays don’t make everyone happy, investors should be feeling festive. The Standard & Poor’s 500 Index is up more than 18 percent year-to-date. The Dow Jones Global ex U.S. Index is up about 21 percent year-to-date (refer to the table), and Treasury bond yields are lower than they were at the start of the…

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December
04

Provided by: Your Family CFO Team

What will it take to shake investor’s confidence?

From the perspective of unsettling events, last week was jam-packed. North Korea claimed to have the capability to strike the United States with a nuclear missile, tax reform continued to travel a controversial path through the House and Senate, and former national security adviser Michael Flynn pled guilty to lying to the FBI about conversations…

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