Trade Truce?

After three weeks of declines, the S&P 500 rose 0.62% last week leaving the index roughly unchanged for the quarter. Weakness early in the week disappeared on Friday as news of a partial agreement in the trade negotiations between the United States and China began to circulate. Details have not been made clear other than […]

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Six Predictors of Happiness in Retirement

A study of adult development has been carried out at Harvard for roughly the last century and is a study worth reading about happiness in retirement. It identifies characteristics and behaviors which are good predictors of happiness in retirement. Three groups have been tracked: 268 Harvard graduates born about 1920; 90 middle-class gifted women born […]

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Potential Trading Triggers

After moving lower, down 5.00% or more intraday Wednesday, stocks rebounded in the last half of the week to finish the week mixed. The DJ Industrial Average ended the week down 0.92%, the S&P 500 finished 0.33% lower and the NASDAQ was up with a gain of 0.54%. Interest rates edged lower throughout the week, […]

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When the Future Takes a Turn

One of the major issues for keeping wealth in the family has long been the federal estate and gift tax. The tax rate today is 40%, but historically has been as high as 70%. The exemption amounts were far lower in the past than they are today. To gain control over this tax exposure, some […]

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