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The Caldwell Trust Company Blog

6 Ways To Mine Tax Breaks Year Round

Posted by Wendy Fishman

When it comes to tax preparation you want to find and use all the appropriate avenues that help you pay out less and keep more of your income.  To do this, it’s important to pay attention to tax planning all year round. Most tax-saving strategies must be implemented no later than December 31 of that tax year, and often well before that.

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Topics: Trusts & Estate Planning

Market Preview Week of 12/18/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

  • Equities up on the week; bonds yields drop slightly
  • The Fed hikes short term rates
  • Tax reform legislation close to being enacted
  • A look back at Street projections for 2017

Domestic equity markets continued their climb higher this week with the S&P 500, NASDAQ, and Dow up .92%, 1.44%, and 1.33% respectively. Returns for the full year for these major indices are now anticipated to be between 20%-30%. The yield on the 10-year Treasury bond was once again close to flat closing the week at 2.35%. Both the increasing probability of tax reform being enacted prior to year-end, and the Fed’s mid-week meeting and press conference were positives for the equity markets this week.

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Topics: Market Preview

Market Preview Week of 12/11/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

  • Major equity indices mixed once again
  • Rotation toward value stocks continues
  • Global capital markets performance excellent year-to-date
  • Domestic bond yeilds remain range bound

As was the case last week both the Dow and the S&P 500 rose this week while the NASDAQ Composite slipped. Returns for the week were muted. It does appear the rotation we have been experiencing continues. An excellent article appeared in the WSJ Friday looking at the rotation in detail. As outlined here last week there has been a rotation out of the Technology sector into the Telecommunication and Financial sectors. The WSJ article (Growth Still Beats Value in Stock Fight by James Mackintosh– page B1) goes into further detail on the rotation. In fact, what is happening across every S&P 500 sector is movemen from growth to value stocks. The article argues that part of the rotation is a consequence of the gains growth stocks have realized versus value stocks this year and really since the sub prime crisis. To provide perspective, this year alone, growth stocks have outperformed value stocks across the board (meaning in the large, mid, and small capitalization spaces) on average by better than a 2:1 margin. The larger question posed by the article is whether this is simply a result of growth stocks being overbought and expensive or does it signal a more permanent rotation based on the expectations that economic growth and inflation will pick up meaningfully? Time will tell but clearly the long slow grind higher of the domestic equity markets and growth stocks is a function of the low domestic economic growth and lack of inflation for several years now.

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Topics: Market Preview

What Happens To Your Digital Legacy When You Go?

Posted by Sandy Pepper

When developing an estate plan, there are so many elements to worry about that many people end of forgetting a whole category of assets: digital. Digital (especially social media) has become such a nuanced and integral part of our lives in such a short period of time that it becomes a blind spot. However, your digital legacy is just as important as the rest of your assets. In today’s post, we’ll give you a rundown of what you need to know before you start digital estate planning, how digital assets should be integrated into your estate plan, and why this process matters in the first place.

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Topics: Trusts & Estate Planning

Market Preview Week of 12/04/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

  • Major equity indices mixed
  • Volatility picks up late week on news out of D.C.
  • Rotation out of growth stocks into value stocks
  • Domestic bond yeilds remain range bound

Last week’s trading action in the domestic equity markets was more interesting than the usual weekly grind higher we have experienced most of the year. The Dow rallied nearly 3% for the week while the NASDAQ dropped over .5%. The S& P 500 was up just over 1.5%. It was one of the few weeks all year where news out of D.C. noticeably impacted the markets. This was evidenced Friday as the S&P 500 and Dow dropped almost 1.5% before making back most of the losses. Mike Flynn’s guilty plea in the ongoing Russia investigation and the increasing probability of tax reform being passed meaningfully impacted trading.

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Topics: Market Preview

 


 

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