Q4 2017 Commentary

2017 was a strong year for stocks with the S&P 500 up almost 19%, as stock valuations broadened out.  We had been overweight stocks going into 2017 and remained overweight through the year.  Bonds, however, returned only nominal returns, based predominantly on yield, as the Fed increased the Fed ...

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5 Things to Know About the New Tax Law for 2018

1. Home equity loan interest is no longer deductible. Since you cannot deduct interest on home equity loans or lines of credit from your income taxes anymore starting in 2018, it may make sense to pay these off depending on your situation. Mortgage interest deductions on home loans going forward can ...

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18 New Year’s Resolution Ideas for 2018.

If year-after-year you find yourself making the same boring and unattained New Year’s Resolutions, we offer you some new goals you can try for 2018. Cheers, and Happy New Year!   1. Write a business plan. If you’ve been thinking about turning that hobby into a business for years, or have a drea ...

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7 Financial Tips for the Holidays

The most “wonderful time of the year” isn’t always so wonderful if you overspend. And it can happen to the best of us. Retailers start plying the public with their Christmas wares pre-Halloween, for good reason. People spend more during the holiday season than any other time of year. And this year, ...

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Riding the Rockies – October 11 2017

Those readers who are long-time clients and friends of Alpha Beta Gamma Wealth Management know that my blog is called Riding the Rockies first, because I view the capital markets quite similarly to trekking through the most majestic mountains in the world and second, because, as a ‘flat-lander’ Flor ...

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6 Ways To Close The Retirement Gap

According to a recent article in The Washington Post, 71% of Americans aren’t saving enough for retirement. If you’re in this predicament, what can you do to close the gap? Here six practical suggestions. Bolster your 401(k). Much as it may pain you, try to allocate more of your paycheck ...

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This Week’s News About Wealth Management

The Federal Reserve’s August beige book forecasted broad-based, steady growth that is neither too hot nor too cold, a “Goldilocks economy.” It’s an ideal environment because it suggests the Fed will not feel compelled to hit the monetary brakes any time soon, particularly wit ...

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Hurricane Irma preparations

It was a week ago that I penned a blog about the economic impacts of Hurricane Harvey.  This evening, following the modification to the several hurricane models, I find myself having contact the members of the “Alpha Team” and implementing “Stage 1” of our hurricane preparedness plan.   As you can s ...

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Benefits Of Fixed Indexed Annuities

An insurance product with an investment element   Fixed Indexed Annuities (FIAs) continue to grow in popularity. FIA sales in the U.S. were a record $53 billion in 2015, an increase of 13 percent over 2014, according to Wink’s Sales & Market Report. FIAs have also attracted the attention of brok ...

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