Asset Allocation is in Serious Decline

As the CIO of Sungarden Fund Mgmt writes:  “MPT works well in strong markets and over periods of declining interest rates.  This decade will likely see the turning point of that story, and I suspect that many financial planning firms will fight that trend, as they did back in 2000 and 2007 when long-held, oversimplified belief systems went from “easy” ways to keep clients happy and get paid well, to a renewed focus on true investor...

How to stop getting ill from the Stock Market

SmartStops Comment:  Good article pointing out the importance when it comes to investing to not letting your emotions go on a rampage.   As the author Ritholtz points out:   “Understanding what is and isn’t in your control can go a long way toward avoiding the sorts of emotional reactions that can put people in the hospital. Perhaps a few examples of events over which you have no control will help”. The key is to have intelligent...

Is there something to be afraid of with the increased volatility in 2018?

SmartStops comment:   This well-written article reflects the reality of the situation of today’s markets.  Don’t be fooled to think diversification is protecting your investments.  Stay aware of increasing risks.    Read the entire article at:   https://seekingalpha.com/article/4165392-afraid “Markets micromanaged to go relentlessly higher by policymakers are not healthy markets. Instead, they are distorted markets where true...

Should the Treasury Index The Calculation of Capital Gains Taxes To Inflation

SmartStops comment:  It appears that both Bush & Reagan had been discussing reforms to the capital gains tax, however nothing was done.  Is Trump also now considering it?  Some pundits claim this will help stimulate the economy further and redistribute the wealth into other opportunities.   See more at:  https://www.atr.org/treasury-should-index-calculation-capital-gains-taxes-inflation Their seems to be mixed opinions on whether this has...