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Watching the Tape: February

February 2019 “All you need is love.  But a little chocolate doesn’t hurt now and then.” – Charles Shultz Valentine’s Day is a day of love and romance, a day of hearts and chocolate. Valentine’s Day is also a day of surprises (“OH NO, it’s today?!?”), followed by the joy of shopping for Someone Special…at…
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Are Stocks Too High To Buy?

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…
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Counting the Discounting

Today the 5 year bond yield fell below the 2 year bond yield Written 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”…
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Watching the Tape: December

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…
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A Note to Our Investors

Thoughts on Crashes, Corrections and Computer Volatility Written 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. …
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FinTrust Research Flash: October 2018

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…
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Achieving Better Life (ABLE) Savings Account

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…
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