Category Archives for "Insights & News"

Interest Rate Cuts

By D. Tyler Vernon The Fed cut interest rates this week by another 0.25% in efforts to bolster the economy. For many individuals, this means lower rates on their loans on such things as credit card debt, and other revolving lines of credit line home equity loans. For families looking to purchase a new car […]

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Thoughts On Cannabis Investing

By Don Chambers One way to make a small fortune is to invest a large fortune in a risky and emerging industry such as the US cannabis industry. The emerging market for legal cannabis in the US is highly risky and will remain so for a long time. First there is the normal risk of […]

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Economists Wrong Again

by D. Tyler Vernon In 2018 the US economy experienced a series of interest rate increases. December of 2018 marked the worst December on record as measured by performance of equity markets partially due to concerns that the Federal reserve would continue to increase interest rates higher in 2019. At the end of 2018, the […]

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Embracing a Global Stock Market

U.S. stocks have significantly outperformed international stocks in recent years. And U.S.-based multinationals are major players in the world economy. Does that make international stock diversification unnecessary? Not at all. International stocks represent 44.9% of the global market – a figure too large to ignore. So by owning international stock investments, you can diversify your […]

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The Times Are Changing

by Donald R. Chambers As our economy continues to transition from a manufacturing-dominated economy to an information economy, the list of the biggest corporations in the US continues to shift. In 1970 the twelve biggest U.S. firms according to Forbes included the following: 1970: 3 Auto Companies, 4 Oil Companies, 5 Non-Auto Manufacturers, 0 Financials […]

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Asset Allocation

by Tyler Vernon, CEO The stock market experienced a quick and powerful correction during the 4th quarter of 2018, led by trade wars, and a hawkish Fed.  These concerns abated as we entered 2019 and the US stock market was able to recover, hitting the highs that we saw in 2018. Nevertheless, the correction of 2018 […]

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Opportunity Zone Investments

By Don Chambers The Federal government has created another giveaway program: opportunity zones. An opportunity zone is an economic region declared by state governments to be in need of external investment to stimulate real estate development and improvements. The Federal government encourages real estate investments in these zones by allowing tremendous tax advantages if 90% or more […]

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Tax Day is Quickly Approaching

by Tyler Vernon April 15th is right around the corner and some investors are being surprised with tax bills.  Specifically, investors in equity mutual funds are seeing that not only were their portfolios down last year, but they have the added “pleasure” of paying capital gains taxes for gains that were realized inside their mutual […]

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