The Latest News From Oak Street Investments
The Consolidated Appropriations Act of 2021…In Under 5500 Pages!
Does the excitement of the new Consolidated Appropriations Act of 2021 keep you awake at night? If so, you can find all 5,593 pages here on Congress’s website and I’m confident your insomnia will be cured by page 3. Like most of you, I skipped most of the tiny print of the bill in favor…
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End of Year Action Items – 2020 Edition
The past 12 months have brought significant tax changes including the CARES, Disaster, and SECURE acts, each with implications for retirement and tax planning. In addition to providing action items to potentially help reduce your 2020 tax burden, the purpose of this post is to recap the financial planning implications of – and opportunities created by these acts.
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3Q2020 – When in Doubt, Rebalance!
Skip Jake’s Take and Download Q3 Market Slides ________________________________ Jake’s Take – 3Q2020 With deep concern surrounding the pending elections, and elevated volatility (read: market swings) priced into January 2021, stocks continued to climb the wall of worry, finishing the 3rd quarter up over 9%. For those keeping track at home, where most readers are…
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1Q2020 Newsletter – Where Do We Go From Here?
Investors purchasing stocks/stock funds at these levels should expect a higher return over a long-term investment horizon than those who purchased in January, after 10 years of compounding double-digit growth. Likewise if the market continues to fall, that increases the investors’ expected returns.
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CARES Act – What You Need to Know
Last week the President signed into law the Coronavirus Aid, Relief and Economic Security Act (CARES Act), an economic stimulus package worth approximately $2 trillion.
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Volatility 2.0
An investor’s inclination to sell or buy is strongly inversely correlated to the proper time to do so. If your investment objectives and time horizon have not changed (other than being one day older), studies have consistently shown that your best course of action, difficult as it may be, is to remain invested.
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A Note On Market Volatility
Surprise! Stock markets can be volatile. Ask your fee-only financial advisor to help you remain disciplined.
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Evaluating Portfolio Performance – Part 1
This article will help you understand the risk/reward trade-offs inherent to investing, and put your portfolio performance into context so you can have a better, more informed and smoother investment experience.
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2Q2020 Newsletter – Why Are Markets So High?
The markets will continue to be choppy in the coming months, due to the Coronavirus and upcoming elections. Don’t let that derail your long-term investment goals.
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