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FinTrust Research Flash: October 2018

Mercer Treadwell, CFA®
News
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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

Kathryn Payne, CPA/PFS, CFP®
Home Page Information, Hot News, News, Tax
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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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Amazon Revisited A New Dutch East India Company or Bernanke’s Mississippi Bubble Stock? Part II

Special Report – Amazon.com Inc. (AMZN), Amazon Revisited:

Allen Gillespie
Home Page Information, Hot News, Investing, News, research report
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A New Dutch East India Company or Bernanke’s Mississippi Bubble Stock? Part II FinTrust Brokerage Services Equity Research Sept 4, 2018 *Please see important certification and disclosure information at the bottom of this page. Download PDF Industry: Wholesale Distribution GICS Sector/ Sub code: Electrical Apparatus and Equipment / 5063) Company Summary: Founded in 1994, Amazon.com…
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529 plan

Use Your 529 Plan to Pay Tuition

Brittany Chester
News
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August Means Back to School School expenses and tuition are on the top of everyone’s minds right now. If you are sending a tuition check to a k-12 school, college, or university, you are going to want to read this. This is beneficial information for parents and grandparents!  In a previous blog about the 2018 Tax Plan,…
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FAANG

Watching the Tape

Bill Kibler
Home Page Information, Hot News, Investing, News, Watching the Tape
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August, 2018 “If you are shopping for common stocks, choose them the way you would buy groceries, not the way you would buy perfume.” – Benjamin Graham Up until recently, the word “fang” usually described things to be left alone… like rattlesnakes, vampires and the IRS.   Leave it to Wall Street to create a new type…
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Tax Reform

3 Things You May Not Know About the New Tax Plan, Part 2

Mike Gordon, CPA
checklist, Home Page Information
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Learn more about the 2018 Tax Plan Undoubtedly,  you’ve heard about the new 2018 tax reform. An overhaul of this size is bound to generate many questions and uncertainties about your 2018 filing. We’ve compiled a list that will help you identify the changes that may affect you. Use this list as a reference, and…
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