Learn what capital gains are, how they affect taxes, and what you can do to mitigate your tax burden.
During the last three months, many investment categories have struggled. In common categories, only money markets and commodities posted positive returns. Several factors played into this result.
The recent stock market rally has been almost entirely driven by 10 companies, mainly in areas of artificial intelligence/technology, travel, and home construction.
Once viewed as a niche topic for a “green” portfolio, investing in renewable energy has very much gone mainstream.
After a bear market last year, 2023 is looking up. See year-to-date results for some investment indices below. If you are a client, you can check your real...
2022 was a year of change and joy for me personally, and also a year of changes in investing.
We are monitoring foreign bonds and international stocks as potential next investment moves.
The discipline of asset allocation flows throughout our portfolio development work. A portfolio with all three key asset classes generally gives smoother, less volatile performance over time.
The Federal Reserve projected higher-than-expected future rate hikes by the end of 2022.
At LWP, we’ve been conducting plenty of maintenance this year on client portfolios as the road turned from smooth to rocky.
Friday morning, stocks fell over -2.5% in response to an inflation report that surprised investors. The Consumer Price Index was 8.6% higher than May of last year.
“Things Always Become Obvious After the Fact” – Nicholas Nassim Talib, Essayist, Statistician Forecasts are an important part of our daily lives. We leave the...
2021 was a banner year for stocks, but it also held market and economy twists that few predicted. As writer and educator Laurence J. Peter says, “An economist...
A concentrated stock can give you the opportunity “to shoot the moon,” but it has risks. See our strategies for balancing risk and reward.
We want to give you a peek into how Laurel Wealth Planning takes economic factors like inflation, the job market and federal legislation into account on your behalf.