It hardly seems it but we are halfway through 2023. Just as unbelievable is that the stock market is having a good year. >> To subscribe to this monthly newsletter, click on Subscribe! Something for Every Investor! The S&P500 is up just over 18%. The bond market has been ok too. There has been a lot…
How familiar are you with Preferred Stock? Preferred stock is a class of securities that is often overlooked by investors. It deserves consideration because preferreds have the characteristics of both fixed-income and equity securities. Preferred Stock in a Traditional Corporate Capital Structure In the capital structure, preferred stock is junior to company debt (bonds) but…
Since October 2022, the stock market has steadily climbed higher and is now up over 20% from those lows. This begs the question of whether we are now in a new Bull market. Let’s explore along with concerns about commercial real estate. >> To subscribe to this monthly newsletter, click on Subscribe! Persistent Negativity Despite Upward…
CDs or Certificates of Deposit are popular again. With interest rates up, investors are once again rewarded for holding “safe” fixed-income instruments like FDIC-insured bank accounts and securities issued by the United States Treasury. That’s where CDs come in. CDs are a type of fixed-interest rate deposit offered by banks. Most CDs are backed by the…
Tax changes have implications and it’s a good idea to get an early start on tax planning for 2023. Understanding some of the new rules can help you as you go through the year. Here are some of the major tax changes for 2023. Beneficial 2023 Tax Items First, there are some beneficial tax items…
The markets have bounced following a lousy September on the heels of corporate earnings, steady employment, and an October CPI that showed inflation may be cooling. Both stocks and bonds have had big daily swings as money flows react to each piece of economic data. >> To subscribe to this monthly newsletter, click on Subscribe! Third…
CFP stands for Certified Financial Planner. This article explains why you should always choose a Certified Financial Planner to work with. Reprinted by PermissionCopyright © 1998-2001, Certified Financial Planner Board of Standards, Inc. All rights reserved. Choosing a financial planner may be one of the most important decisions you make for yourself and your loved…
It would be an understatement to say that investors in the renewable energy space have been frustrated. After a strong run in 2020, shares in renewable energy companies have been in a steep bear market. To illustrate, the Invesco Solar ETF (symbol: TAN) was down 25% in 2021 and was down another 25% to the…
What do you know about China from an investor’s perspective? After all, China is one of the world’s largest economies. China and Emerging Market Indices As one of the world’s largest economies, China is of great interest to investors. China makes up a dominant weighting in most emerging market indices. Examples iShare, EEM and FXI…
How does the Price-to-Earnings (P/E) ratio help you evaluate whether a company is worth becoming part of your investment portfolio? Let’s explore this in this article. >> To subscribe to this monthly newsletter, click on Subscribe! The Relationship Between a Stock’s Price and its Earnings One of the benefits of entering into a bear market territory…
