Posts by Matt Hargreaves
4th Quarter 2015 Commentary
Market Summary 2015 was a difficult year for investors as many of the major asset classes finished down or flat for the year. The trends over the last few years continued in the fourth quarter, including U.S. stocks outperforming most other world markets, declining prices from oil and other commodities, a strengthening U.S. dollar and…
Read MoreCapital Gains – FAQs
What is a capital gain? A capital gain is the profit when you sell a capital asset, such as stocks, bonds, mutual funds or property. The profit is your gain over the original price you paid and you must pay tax on that gain. For example, if a stock is bought at $50 and later…
Read MoreCurrent Conditions
Not since the precarious days of 2007 has the market gone so long without corrections of 5%, 10%, and 20%. Is the streak about to end? Geopolitical speculation is running rampant (think Middle East, Ukraine, Scotland, etc.) and September-October has a bad reputation. A dozen of the Dow Jones Industrial Average’s 20 biggest one-day drops…
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