With tax cuts boosting consumer spending, the U.S. is poised for another good year

Stocks have just accomplished a Houdini – scorching to record highs while escaping volatility. The S&P 500, which accounts for 80 percent of the value of publicly traded U.S. companies, just scored an unprecedented 14 consecutive monthly gains. Investment professionals will tell ordinary folks a year like 2017 simply can’t repeat. Gains will slow or the… Please follow and like us:

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Stock market up 25 percent in 2017. Gains to continue in 2018?

WASHINGTON, January 2, 2018: The value of the U.S. stock market as measured by the Dow Jones Industrial Average, has increased more than 25 percent in 2017. As 2018 begins, it looks very much like the bull market will continue, possibly posting a yearly gain possibly similar to that of the year just concluded. Although analysts… Please follow and like us:

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Rising debt for youths in S. Korea

SEOUL – South Korea’s younger generation is facing rising debt while the older generation has less living costs, boosting worries about low birthrate amid an aging population, data showed on Thursday. According to data jointly released by Statistics Korea, the Bank of Korea and the Financial Supervisory Service, householders aged under 30 have an average debt… Please follow and like us:

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Americans Are So Over the Financial Crisis … Or Are They?

A decade after the Great Recession, Americans say that the event had no impact on their lives — yet their spending and investing behaviors tell a different story, according to new data from Hartford Funds. According to a survey of 1,006 American adults, 40% of respondents said that the financial crisis had no impact on their… Please follow and like us:

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7 Disturbing Findings About 401(k)s, IRAs

Moving from defined benefit pension plans to defined contribution plans has not done the average U.S. worker any favors. In fact, it’s made retirement more of a gamble—will there be enough money, or for that matter, any money, available when the time comes to leave the job behind? A new study from the Center for Retirement… Please follow and like us:

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Where is Social Security Headed?

For good reason, many retirees and pre-retirees are worried their Social Security benefits will be cut. Nearly two-thirds of American seniors rely on the program as their primary source of income, according to the Social Security Administration, and 10,000 more Boomers are retiring every day. The situation only seems more dire when you consider the last… Please follow and like us:

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Academic Research Insight: Factors And The Road To Retirement

Title: A WEALTH MANAGEMENT PERSPECTIVE ON FACTOR PREMIA AND THE VALUE OF DOWNSIDE PROTECTION Authors: LOUIS SCOTT AND STEFANO CAVAGLIA Publication: THE JOURNAL OF PORTFOLIO MANAGEMENT, SPRING 2017 ( version here) What are the research questions? The article links two current hot topics: goal based investing and factor premia. Can factor premia (value, size, momentum and… Please follow and like us:

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