Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
Looking at the history of 30-year mortgage rates, where they might be headed and how much it will cost homebuyers
Reviewing strategies to preserve some of the investment fees deduction under the new tax law
The economy finished 2017 on solid footing, tax reform to add more “oomph”
Emerging and Frontier Markets led to the upside in 2017, except Russian & Venezuela that is
On December 22, 2017 President Trump singed “Tax Cuts and Jobs Act of 2017” overhauling the nation’s tax code. Here are some highlights that will impact many of you.
Reviewing top performing sectors and stocks – homebuilders and various flavors of tech companies had a great year
Reviewing 2017 returns of asset classes, factors & bonds
Reviewing major stories of 2017 and how they affected the markets
The tax bill is almost official – here is a look where Federal receipts come from and how those sources would be impacted by the new legislation