Goodbye 2018, Hello 2019
Read on for a look back at last year’s market, and a glimpse into 2019. Is the market headed for collapse?
End-Of-Year Deduction Planning
As the year comes to an end, we look at some changes to the Tax Cuts and Jobs Act that could affect your tax deductions. Read on for more.
Categories:
Industry Ideas,
News
What We’re Reading This Week
This week we’re reading about index funds and their role in the market. Surprisingly, we’re not reading much about bitcoin, which is a good thing.
Quarterly Market Review
A look at this year’s third quarter with the longest bull run in its history, and what it means headed into Q4.
Medical Insurance and Healthcare Sharing
In this post I will look at how traditional health insurance stacks up against healthcare sharing programs, and share my own experience using a healthcare sharing plan.
Categories:
Industry Ideas
What We’re Reading This Week
This week we’re exploring some interesting activities Elon Musk is partaking in, and Apple’s $1 trillion valuation leaves critics skeptical of the company’s tactics.
Fiduciary Standard
The Department of Labor’s fiduciary rule was struck down earlier this year and the industry faces potential fiduciary standards from the Security and Exchange Commission. In the midst of this turmoil, financial firms continue to abuse their clients. Roughly one week after the U.S. Fifth Circuit Court of Appeals affirmed the March 15th decision to vacate the DOL rule, Morgan Stanley agreed to pay $3.6 million in fines related to brokers’ misappropriation of client funds.
What We’re Reading This Week
This week were reading about Bitcoin ETF, will it ever come to fruition? Also, Facebook takes a big loss.
What We’re Reading This Week
This week we’re reading about passive investments and a slowdown in asset flow. Also, Unilever is considering moving its headquarters to another country. Is the move good for shareholders?
What We’re Reading This Week
This week we look at the bond market and ETFs. Also, did you know that quant funds had the worst return in years? We look at why.
Categories:
Industry Ideas,
The Market