Will the economy remain healthy in 2019, especially as the effects of the tax cuts start to fade? I talked about this and more earlier today on CNBC's Squawk Box.
August 30, 2018
Will the economy remain healthy in 2019, especially as the effects of the tax cuts start to fade? I talked about this and more earlier today on CNBC's Squawk Box.
August 29, 2018
I just got back from 10 days in Iceland with my family. It was a wonderful trip. We saw and hiked waterfalls, glaciers, and volcano craters. We also went on a whale watch, where we got within yards of humpback whales and saw a very rare whale pod (not normally seen in Icelandic waters). As a family, we had a great time—highly recommend!
August 28, 2018
Maybe I should go away more often. When I left for vacation about two weeks ago, markets were pulling back on worries about Turkey. But after 10 days in Iceland (largely free of the news cycle), I come back to find markets hitting new highs. What is going on?
August 27, 2018
Today’s post is from Sam Millette, a fixed income analyst on Commonwealth’s Investment Management and Research team.
August 24, 2018
Today’s post is from Brian McCormick, a manager on Commonwealth’s Investment Management and Research team.
August 23, 2018
Today’s post is from Brian Price, Commonwealth’s senior vice president of investment management and research.
Much has been made of the recent proliferation of ETFs and the seemingly endless fee war taking place among the providers of low-cost index funds. As a self-described value guy, I love the fact that advisors have the choice of populating client portfolios with cheap beta through passive vehicles that, for the most part, are very tax efficient. In fact, cost and tax efficiency are the two main reasons why I am a firm believer that ETFs and index mutual funds should absolutely be part of the conversation when constructing portfolios.
August 22, 2018
Today’s post is from Andrew Kitchings, a portfolio manager on Commonwealth’s Investment Management and Research team.
When trying to determine the direction of the economy and the market, many turn to the Conference Board Leading Economic Index® (LEI) because it is a composite of multiple indicators covering a broad spectrum of the economy. But the LEI is not overly useful in terms of forecasting future moves in the market. Instead, it can help concisely explain factors that the market is already analyzing and anticipating within the broader economy. Let’s take a closer look.
August 21, 2018
Today’s post is from Peter Roberto, an investment research associate on Commonwealth’s Investment Management and Research team.
August 20, 2018
Today’s post is from Sam Millette, a fixed income analyst on Commonwealth’s Investment Management and Research team.
Last week’s major economic releases were focused mainly on housing and consumers. The news was a mixed bag for both. This week will be relatively quiet, with only two major data releases.
August 17, 2018
My name is Sam Millette, and I’m a fixed income analyst on the Investment Management and Research team here at Commonwealth. I focus on analyzing individual municipal bonds (munis) for our advisors and their clients. As you are likely aware, munis are primarily bonds that have been issued by local municipal governments to finance public investments. Income from these bonds is often exempt from federal and state income tax, which makes them attractive investments for high-net-worth individuals in a high tax bracket.
