Taking Stock of U.S. Stocks
You’ll often hear financial advisors say the biggest investment risk is not having enough money accumulated by the time you retire. That’s all well and good, but it’s not really actionable advice. On the cusp of our nation’s recovery, there [...]
Annuities Anew: New Proposals, More Options
According to a 2011 Retirement Survey from Wells Fargo & Company, 25% of middle class Americans say they will need to work until at least age 80 to live comfortably in retirement.1 With fewer companies offering pensions in this day [...]
Portfolio Risk Mitigation
The primary goal of SMARToption is to grow your wealth while protecting capital. Typically, investors have utilized three strategies to accomplish their investment goals: Asset Allocation Market Timing, and Buy and Hold Let’s briefly examine the effectiveness of these commonly [...]
Tax Changes for Investors? Revised 1099-B’s & A New Form 8949.
“As surprising as it sounds, investors have long been trusted to use the honor system when it comes to reporting the size of their gains and losses to the IRS when they sell an investment. But all that changes now. [...]
Pent-Up Energy
Just recently, the Obama administration rejected the application to build the Keystone XL pipeline, which would stretch 1,700 miles from Canada to the U.S. Gulf Coast. It’s been and looks to continue to be a hot issue, not just for [...]
Facebook IPO- Boom or Bust?
Facebook filed an S-1 form with the Securities and Exchange Commission on February 1, taking its first big step toward going public. It aims to raise $5 billion through its upcoming IPO. Will this IPO live up to all the [...]
Inflation As A Goal?
“Ben S. Bernanke laid the groundwork for a third round of large-scale asset purchases should unemployment remain higher than the Federal Reserve would like while inflation falls below a newly-established target.” […]“Policy makers set a long-term goal of 2 percent [...]
