Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Dec
03

Harvesting Losses

tax-loss-harvesting

Recently, we have experienced a downturn in the markets and while that is frustrating and, at times, downright scary, there are ways that you can take advantage of these tough times. Tax-loss harvestingnot only can decrease your tax liability exposure by offsetting taxable income, it also allows you to indirectly increase your overall return or have the ability to reap the gains from some of your other investments.

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Oct
05

2017 3rd Quarter Report

third-quarter

The last few years of a bull market are always a bit of a mystery to professional investors; the market rises faster than it did in the early, cautious years when nobody believed there WAS a bull market, even though there appear to be fewer fundamental or economic reasons for it. The current bull market churns on, even if nobody can explain it, and people who bail out in anticipation of a downturn do so at the risk of missing out on an untold number of months or years of (still somewhat inexplicable) gains. As nice as the returns have been domestically, international stocks this year have been even kinder to investment portfolios.

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Mar
21

Clear Long-Term

Clear Long-Term

The Federal Reserve has once again raised interest rates by 25 basis points, but is still maintaining their placid stance toward economic policy. This allowed equities last week to end a tumultuous week with a slight uptick. The expectation is that the Fed is going to continue to raise rates very slowly.

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Feb
16

Just a Quick Update from AIM

Just a Quick Update from AIM
We expect equities to continue to trade sideways as investors await more clarity about the economic outlook. In our view, the first half of the year's weakness was an anomaly, and better growth lies ahead. Global growth is also improving. While risks are inherent, we believe the positives outweigh the negatives. The main wildcard is what will happen when the Fed raises rates, which we think will be more likely in September rather than this week. Having said that, we do not think the backdrop will turn overly punitive for stock prices when this does happen. Equities have remained remarkably resilient this year, pushing ahead modestly in the face of rising uncertainty. Volatility is likely to remain elevated, and we expect some sort of consolidation or downturn at some point. Over the longer term, however, modestly improving growth, still-accommodative global monetary policy and relatively attractive valuations argue for retaining overweight positions in equities. As we've previously men...
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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.