Future of Tax Rates

Posted by on Feb 14, 2019 in Worthwhile Views | 0 comments

Future of Tax Rates

Tax revenues are what our government depends on to fund its expenses and obligations. These obligations include entitlement programs like Social Security, Medicare and Medicaid. Expenses include paying interest on the national debt, defense spending and funding over 400 federal agencies. In 1900 the federal government was less than three percent of the U.S. economy. Today, it’s estimated to be over thirty percent of the economy. If you add state and local government, it’s over forty percent of the economy. Add...

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Strategies During Volatile Markets

Posted by on Nov 3, 2015 in Worthwhile Views | 0 comments

Strategies During Volatile Markets

After an asset class like equities enjoys an uptrend like we have recently experienced, we will frequently see the experts begin to come out with their predictions for the upcoming “bear market, crash, recession, or depression”.  Most will say that at some unknown time in the future, they will be right!  The market will, in fact, eventually go down and history states that the current bull market in equities is getting stretched. The trend will continue until the trend ends and trying to accurately guess the...

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Exchange Traded Funds 101 – How To Construct a Portfolio Using ETFs

Posted by on Sep 30, 2015 in Worthwhile Views | 0 comments

Exchange Traded Funds 101 – How To Construct a Portfolio Using ETFs

In our educational series on ETFs we have explored 1) what is an ETF, 2) the anatomy of an ETF, and 3) the investment choices in ETFs. In the fourth and last segment of our series we will learn about how to construct an investment portfolio using ETFs. As ETFs have become a viable investment option and an alternative to owning stocks, bonds and/or mutual funds, more and more investors and financial advisors are using ETFs in their portfolios. Before you begin the process of choosing ETFs you need to know your...

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Exchange Traded Funds 101 – Investment Choices in ETFs

Posted by on Sep 15, 2015 in Worthwhile Views | 0 comments

Exchange Traded Funds 101 – Investment Choices in ETFs

In the third segment of our series on Exchange Traded Funds we will look at the vast array of investment choices among ETFs. In 2000 there were 94 ETFs. Today there are over 1600 ETFs with over $2 trillion in assets. Due to their popularity the number of ETFs has grown over 20% a year for the last ten years. There are over 45 sponsoring companies that offer ETFs. Some of the major sponsors are Barclays, First Trust, iShares (BlackRock), Schwab, State Street (SPDRs), Vanguard and Wisdom Tree. Because of the many...

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Exchange Traded Funds 101 – The Anatomy of an ETF

Posted by on Aug 18, 2015 in Worthwhile Views | 0 comments

Exchange Traded Funds 101 – The Anatomy of an ETF

In the second segment of our series on Exchange Traded Funds we will explore the anatomy of a popular ETF, Consumer Staples Select Sector SPDR Fund (ticker symbol XLP). According to State Street the Consumer Staples Select Sector SPDR® Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P® Consumer Staples Select Sector Index. How did XLP come about? The creation process begins when a prospective ETF manager (known as a sponsor)...

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Exchange Traded Funds 101 – What is an Exchange Traded Fund?

Posted by on Jul 29, 2015 in Worthwhile Views | 0 comments

Exchange Traded Funds 101 – What is an Exchange Traded Fund?

Exchange Traded Funds (ETFs) have been around since 1993 and have grown in popularity and number. There is now over $2 trillion invested in Exchange Traded Funds (ETFs). Since ETFs have become a mainstream investment choice by many individuals and professional advisors we are publishing a series of Worthwhile Views to give you a better understanding of these popular investments. ETFs are marketable securities that are designed to provide investors exposure to different areas of the securities markets at minimal...

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