The difficult start to the year for the markets continued into the second quarter with high inflation, global growth fears, geopolitical concerns, rising interest rates and worries that a recession may be looming. Stocks entered a bear market (a decline of at least 20%) in June. The S&P 500 (US large cap stocks) is down …
Stocks
Tax Loss Harvesting
Want to impress your friends with knowledge of reducing your taxes using investment sales? I’m going to teach you. We all know the adage, “buy low, sell high.” Well, sometimes your investments don’t turn out the way you want them to, and you may want to consider selling low. Tax loss harvesting is when you …
1st Quarter Capital Market Review
Stocks surged higher in the first quarter with the ongoing coronavirus vaccine rollout and a larger than expected government stimulus. The markets rallied with the hope of a quicker return to normal activities. The S&P 500 (US large cap stocks) rose 6.2% for the quarter. Energy and financial stocks were the top performing sectors (see …
Jill’s Journal: Asset Classes – Stocks
Previously, on Jill’s Journal, I talked about diversification with stocks and bonds. Remember, the goal of diversifying your investments is to smooth out your ride – you want to have several different types of assets to manage the ups and downs of your account. Even amongst stocks and bonds, there are still more ways to …