by Asset Strategy | Feb 1, 2023 | Financial Planning, Wall Street Journal
The Federal Reserve is expected to dial down its aggressive campaign to stamp out inflation Wednesday with a more modest interest-rate increase. An expected 0.25 percentage point increase won’t be as jarring to American wallets as the half or three-quarter point hikes...
by Asset Strategy | Jan 11, 2023 | Taxes & Tax Planning, Wall Street Journal
How tax-efficient is your mutual fund? That is a question many investors wonder about, and they often assume that the easiest way to answer it is to look at the fund’s turnover. Investors often figure that high turnover means less tax efficiency, because more...
by Asset Strategy | Dec 28, 2022 | Financial Planning, Wall Street Journal
The highest inflation in four decades. A bear market in stocks. Fears of a recession. A crypto implosion. The past year was a trying one for American households. It strained their budgets, reduced their spending power and clobbered their 401(k) balances....
by Asset Strategy | Dec 14, 2022 | Financial Planning, Wall Street Journal
Wall Street Journal After a year of rising interest rates, higher prices and volatile markets, financial advisers say now is the time for Americans to plot a new course for 2023. The Federal Reserve is expected to begin easing its aggressive campaign to combat...
by Asset Strategy | Nov 23, 2022 | Investing, Real Estate, Wall Street Journal
Investor buying of homes tumbled 30% in the third quarter, a sign that the rise in borrowing rates and high home prices that pushed traditional buyers to the sidelines are causing these firms to pull back, too. Companies bought around 66,000 homes in the 40 markets...
by Asset Strategy | Nov 16, 2022 | Financial Planning, Inflation, Wall Street Journal
American families will spend about 14% more this year on their holiday dinner thanks to higher prices of turkey, flour, eggs and other staples, according to data from Information Resources Inc. Increasing costs of ingredients, production and transportation–coupled...
