An Independent Investment Advisor

Helping you make smart investment decisions for every stage of your life, under all market conditions.

The Bond Market Might Be President-Elect Trump’s Toughest Opponent

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Nov 18, 2018

In 1994, Bill Clinton’s political adviser James Carville famously said, “I used to think that, if there was reincarnation, I wanted to come back as the president or the pope, or as a .400 baseball hitter. But now I would like to come back as the bond market. You can intimidate everybody.”

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Managing Your Money: Active vs Passive Investing

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Nov 18, 2018

With index investing, investors buy a basket of stocks or bonds. (Investors cannot directly invest in an index.) The most popular index is probably Standard & Poor’s 500 (S&P 500), which tracks the 500 largest companies on the NYSE or NASDAQ and is a staple in the menu of investment choices that many of you have in your 401(k)-plan.

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Investing in an Overpriced Stock Market

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Nov 18, 2018

The U.S. stock market has come a long way from its Great Recession low. That low, at which the S&P 500 bottomed out at 666 on March 9, 2009, is what has been called “the Haines’ bottom,” named after legendary CNBC anchor Mark Haines.

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Ex-fed Chief Greenspan’s Bond Bubble Warning

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Nov 18, 2018

Add ex-Federal Reserve Chairman Alan Greenspan to the list of experts warning about a bond market bubble. Speaking in late July to Bloomberg News, Greenspan warned, “Equity bears hunting for excess in the stock market might be better off worrying about bond prices…

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Why an Inverted Yield Curve Matters

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Nov 18, 2018

We’re hearing a lot of talk in the financial press and on Wall Street about the potential for the yield curve to invert. And if it does, will that signal a coming recession? An inverted yield curve happens when short-term interest rates are higher than long-term ones.

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The Impact of Tax Cuts on Your State Income Taxes and Your Investment Strategy

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Nov 18, 2018

The big winners from the new congressional tax bill are corporations, which will see their tax rates reduced from 35% to 21% while keeping most of their deductions. However, second but little-talked-about winners are state governments, mainly in those forty or so states that align their tax codes with the federal system.

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