Archive for November 2019
Small Caps Join the Party
It took nearly 15 months, but the Russell 2000 Index finally broke out to a new 52-week high. On November 25, the Russell 2000 gained an impressive 2.1% to close at its highest level since October 2018. Small caps have lagged their larger counterparts for much of this year, and the Russell 2000 is still…
Read MoreThree Amazing Streaks
“We’re going streaking!” Frank The Tank in Old School As the bull market continues to make new highs, the past few weeks have seen some amazing market streaks. Here are three that have caught our attention. The S&P 500 Index hasn’t had back to back losses for 29 consecutive days. As the LPL Chart of the…
Read MorePutting The Bull In Perspective
The S&P 500 Index has closed higher five consecutive weeks, making six new all-time highs along the way. There now have been 19 new highs in 2019, tying the number we saw last year. There’s no doubt that this bull market has been incredibly impressive, especially lately. But, it may also be quite misunderstood. For…
Read MoreAm I Having Enough Withheld?
If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year. By comparison, if you owe taxes when you file your return, you may…
Read MoreNFL, Fantasy Football & Active Investing
What does fantasy football have to do with investing? It teaches you to avoid Nick Foles-like fund money managers, whose one-time Super Bowl achievements often decline the following year. And it might also suggest that you avoid Tom Brady-like fund managers, whose six Super Bowl rings sure look tempting. With the start of the NFL…
Read MoreFour Weeks to a Better Holiday Budget
had a few more months before its arrival. Unfortunately, time does not stop. This year, don’t wait for the holiday season to put the squeeze on your wallet. Take the time now to plan and budget. Week one: Before you spend a cent, start a savings plan. Estimate the total amount you can realistically afford…
Read MoreDonating a Car to Charity
If you donate your car to charity, you may claim a tax deduction for the donation if you itemize your deductions on your federal income tax return. To get started, you’ll need to pick a qualified charitable organization, determine the fair market value (FMV) of your car, and obtain the necessary documentation for your donation.…
Read MoreBulls Stay in Motion
“An object in motion tends to remain in motion along a straight line unless acted upon by an outside force.” Sir Isaac Newton What a year it has been for the bulls. The S&P 500 Index recently made four more new highs, and it’s up more than 20% for the year (as of Nov. 4).…
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