Learn what capital gains are, how they affect taxes, and what you can do to mitigate your tax burden.
Investment News
Investment categories struggle in Q3 despite generally positive 2023
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.
AI is among drivers of narrow stock rally
The recent stock market rally has been almost entirely driven by 10 companies, mainly in areas of artificial intelligence/technology, travel, and home construction.
Investing in renewable energy as a long-term strategy
Once viewed as a niche topic for a “green” portfolio, investing in renewable energy has very much gone mainstream.
Bond and stock markets begin looking up
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...
Our outlook is relatively optimistic after a year of change
2022 was a year of change and joy for me personally, and also a year of changes in investing.
Portfolio updates we anticipate in the near future
We are monitoring foreign bonds and international stocks as potential next investment moves.
Watch: Why asset allocation is critical to portfolio development
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.
Federal Reserve projections surprise the markets
The Federal Reserve projected higher-than-expected future rate hikes by the end of 2022.
Portfolio management in 2022: More overhaul than tune-up
At LWP, we’ve been conducting plenty of maintenance this year on client portfolios as the road turned from smooth to rocky.
What persistent inflation means for the markets
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.
First quarter of 2022 scrambled predictions
“Things Always Become Obvious After the Fact” – Nicholas Nassim Talib, Essayist, Statistician Forecasts are an important part of our daily lives. We leave the...
Managing portfolios through a bumpy, banner year
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...
Concentrated stock 101: Balancing risk and reward
A concentrated stock can give you the opportunity “to shoot the moon,” but it has risks. See our strategies for balancing risk and reward.
How economic factors affect portfolio strategy
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.