Archive - October 6, 2014

1
Even Central Bank Easing Can’t Keep Stocks Overpriced Forever
2
Q 4 2014 J.K. Financial, Inc. Newsletter Announcement … “Black Ice” Investing and Estate Planning
3
September Sinks Third Quarter
4
Minimize taxes by adjusting your portfolio

Even Central Bank Easing Can’t Keep Stocks Overpriced Forever

It has been said by the critics of PE10 that it hasn’t worked starting with the era of the mid-1990’s. My answer is that perhaps the current era has an inherently overpriced stock market like a mirror image of the underpriced era after the Great depression from 1932 to the early 1960’s when fear of the Depression warped investors’ judgment. The current era of excessive Central Bank easing that created an equity bubble started with the Greenspan rescue of the markets in 10-19-1987 but didn’t really begin in earnest until after the Dec. 6, 1996 “irrational exuberance” speech. Then the… Read More

Q 4 2014 J.K. Financial, Inc. Newsletter Announcement … “Black Ice” Investing and Estate Planning

The final touches have been completed for our final Newsletter of 2014, Q 4. It can be found here on our newsletter tab of this site and here on our newsletter tab on our main company site (slightly fancier viewing options) as well as a few past years. Black Ice Investing and Estate Planning Theme: Much like a musician never knows what song is going to be popular, we are frequently surprised on our subject matter popularity as well. Hopefully this will be a top the charts newsletter!14Q4_JKFin_Newsletter We are VERY proud of our “Black Ice” investing parity article and… Read More

September Sinks Third Quarter

You could say that the markets took a breather in the third quarter of 2014, but you would come to that conclusion only if you looked at the overall returns and ignored the drama of the past 30 days.  The markets experienced a difficult month of September, giving up some of the gains from the prior eight months and causing investors to worry that we’re about to
Read More

Minimize taxes by adjusting your portfolio

Since the markets have had some downturns lately, now could be a good time to make some adjustments to your portfolio, rebalancing and the like, that may help to minimize taxes. In doing so you can possibly get a bit of advantage in your tax bill from a loss you’ve experienced in your investments. If you have taxable accounts, that is, accounts that are not tax-deferred (like IRAs or 401(k) plans) when you sell your investments there is capital gains treatment on your gains and losses. If you have losses and gains in your taxable account, when you realize these… Read More

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