A monthly column on topics that matter.
Think small to avoid trade, antitrust trouble
The stock market is approaching a crossroads. U.S. equities hummed along on cruise control for the first four months of 2019, with the S&P 500 rising 17.5% in that time and finishing April at all-time highs. The low volatility and
With international investing, countries matter
As investment advisers and legal fiduciaries, we are always motivated to keep clients well-informed. At review meetings, that means shining a light on which aspects of their portfolio are performing best and which ones are not. Owning a diversified mix
Market forecast sunny, but risks remain
Unless you are hung up on debating the significance of closing prices vs. intraday movements, the bull market officially died on Dec. 26, 2018.
Rising yields on cash deserve your interest
Most Americans have become accustomed to earning next to nothing on their cash. Like pedestrians staring at smartphones, it’s an unfortunate reality that we reluctantly accept.
A recession is coming. Here’s why it won’t be as bad.
Other than forecasting market returns for the year ahead, few financial topics have been more popular in January than predicting the next recession.
A down year for mutual funds, especially at tax time
You will never go broke paying taxes. A good friend and fellow adviser likes to remind clients of that at this time of year. The idea, of course, is if you owe taxes on your investments, it’s because they are
Recent Selloff Makes Growth Stocks a Good Value
One of the eternal debates in the investment world is whether it’s better to own growth stocks or value stocks. The answer depends upon what you find most attractive. For most investors, it’s whatever gives them the best total return.
Movers & Shakers: John Feste, president, Marks Group Wealth Management
John Feste is overseeing daily operations and leading continued growth with his promotion to president of Minnetonka-based Marks Group Wealth Management.
