Blog Investment & Financial News
Happy Earth Day: Sustainable Investing
Sustainable Investing Sustainable investing is no longer a niche investment approach. Growth has rapidly increased over the last 20 years (see graph at right)[1]. In a 2015 survey, the Morgan Stanley Institute of Sustainable Investing found that 71% of individual investors are interested in sustainable investing[2]. Sustainable investing seeks to provide strategies, products and solutions…
Not your Grandma’s Dow
Not Your Grandma’s Dow A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to…
QCD- Important news regarding tax preparation for 2018.
Important news regarding tax preparation for 2018 Did you make a Qualified Charitable Distribution (QCD) from your IRA in 2018? If you gifted to a qualified charity directly from your IRA in 2018 there are steps you need to take to make sure it gets reported properly on your taxes. You will receive a 1099R…
The Death of Diversification Part 1
Does it make sense to invest anywhere but in U.S. equities? After all, U.S. economic data has been meaningfully stronger than many foreign countries. For example, the unemployment rate in the U.S. was at its lowest level in nearly 50 years[1], U.S. manufacturing and services data were at their highest levels in nearly 15 years[2]…
Happy Thanksgiving: Charts we are thankful for
We posted five scary charts on Halloween (see here) and wanted to post five charts we are thankful for on Thanksgiving. 1) Higher Interest Rates Higher interest rates was on our list of scary charts as well. It goes to show how financial data, and statistics in general, can be construed positively or negatively…
Market Corrections
Market Corrections One of the most noteworthy elements of the current bull market has been its remarkable consistency. Currently in its ninth year, this advance has been marked by extremely low volatility with very few selloffs. Still, history tells us that bull markets eventually give way to selling pressure, either temporary corrections or more damaging…
2018 4th quarter commentary
4th Quarter 2018 Commentary Leonard Rickey Investment Advisors Market Summary After reaching all-time highs in late September, the S&P 500 fell nearly 20% in three months, including more than 7% in one week, and finished the year down for the first time since 2008. If the S&P 500 had ended the month where it closed…