A Benjamin Graham Analysis of the Dow Jones Industrial Average ETF (Symbol: DIA) FinTrust Brokerage Services Equity Research December 17, 2018 *Please see important certification and disclosure information at the bottom of this page. Download PDF Industry: Diversified Tracking ETF: SPDR Dow Jones Industrial ETF (DIA) Index Overview: Two-thirds of the DJIA’s 30 component companies…
Today the 5 year bond yield fell below the 2 year bond yieldWritten December 4th, 2018 ALLEN GILLESPIE, CFA® Today the 5 year bond yield fell below the 2 year bond yield. The “inverted yield curve” certainly spooked stock investors, as stocks fell over 3%, because people know the yield curve has historically “inverted” prior…
December 2018 “What I like about Christmas is that you can make people forget the past with the present.” – Don Marquis This December, investors should ask themselves three important questions: Do I need to make tax-related trades before the end of the year? Have I taken my IRA required minimum distribution? How can I…
Thoughts on Crashes, Corrections and Computer VolatilityWritten October 23, 2018 ALLEN GILLESPIE, CFA® The market is being asked to discount a lot at the moment. US Politics US/China trade politics US Interest Rate Policy As a result, people worry that the end of the central bank quantitative easing bubble is causing an October crash. While…
Rising Interest Rates Interest rates have risen significantly across the US Treasury yield curve YTD. This rise is the result of recent rate hikes by the US Federal Reserve and the increase in real (inflation adjusted) yields due to strong US economic growth. Bond investors rarely see calendar year losses. There have only been 3 in…
A tax-advantaged savings account for individuals living with a disability If you or a loved one are living with a disability, you may benefit from opening an Achieving Better Life (ABLE) Savings Account. This type of account is relatively new, and it is designed to give certain individuals living with disabilities the opportunity to have…
Next Level Health and Wellness Tips that Won’t Disappoint Guest Post By: Virginia Kladder, M.D. Read the full article, and learn more about our friends at PartnerMD. A lot of health and wellness articles you see online or in magazines can reel you in with a headline promising the “Top 10 things you didn’t know”…