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Category Archives: Politics
The resolution of election uncertainty — and ending the predominantly negative rhetoric surrounding the campaigns — has historically been a positive for the stock market.
We continue to see opportunities for further stock market gains over the course of 2014, based upon fundamentals rather than the potential for sweeping legislative change. Continue reading
Weekly Market Commentary: Back to Work The budget crisis in Washington is over – for now. The 11th hour deal lifts the debt ceiling through February 7, 2014, and funds the government though January 15, 2014, returning furloughed government workers … Continue reading
The “Kick-the-Can” Pattern Keeps Giving to Investors in September The Federal Reserve (Fed) “kicked the can” on tapering by unexpectedly postponing any reduction in the $85 billion pace of monthly bond buying at its policy meeting last week (see this … Continue reading
Emerging Markets and the Fed – What’s Attractive and What to Avoid While the Federal Reserve (Fed) could surprise investors this week, the Fed has been careful to communicate its intentions to the markets ahead of this week’s meeting. Most … Continue reading
This past weekend I was reading the Charlotte Observer, as I always do on the weekend, and came across an article about efforts of some local school districts to revive the art of writing in cursive. Once a staple in … Continue reading
Financial Considerations for 2013 It isn’t too early to think about next year. We are now in plain view of the “fiscal cliff”. After the election, Congress may or may not end up keeping income and estate tax rates at … Continue reading
Some Fiscal Cliff Scenarios Will 2013 be as severe as some economists think? The fiscal cliff is getting closer and closer. How will Congress respond? In the worst-case scenario, Congress argues and deadlocks. Tax hikes and roughly $109 billion in … Continue reading