Money Archives - Rightpath Investments & Financial Planning, Inc.

Sep 26

Book Review: The Deficit Myth, Modern Monetary Theory and the Birth of the People’s Economy, Stephanie Kelton (Public Affairs, 2020)

“Trillions of dollars of debt! This is what Republicans stand for?” Kentucky Senator Rand Paul, reacting to his own party’s proposed stimulus legislation in July. “Now is not the time to worry about shrinking the deficit.” Treasury Secretary Steven Mnuchin, on September 15 2020. “If you elect me, your taxes are going to be raised.” […]

Jul 12

2nd Quarter Client Note – The Raging Bull

By Steven Smith | Financial News , Money , Uncategorized , Waypoints

By almost any measure, the past decade has been one of the best 10-year periods in history for the US stock market. Quarter after quarter, with just a few hiccups, the market has climbed steadily since the market bottomed in March of 2009. This past quarter was no exception, with the S&P 500 (total return) […]

Sep 20

Is Cryptocurrency the Future of Real Estate?

By Steven Smith | Financial News , Meanderings , Money

A couple of forward-thinking real estate professionals in Boulder are prognosticating that the blockchain technology and Bitcoin – the most popular form of digital currency – will revolutionize real estate transactions, the Boulder Daily Camera reports. And they may be right. At least in part. Jim Merrion, a Boulder realtor, claims to have promoted Colorado’s […]

Jul 11

2nd Quarter Client Note – Fed Up With Rising Rates

By Steven Smith | Investment Management , Money , News , Newsletters

The S & P 500 (total return) Index bounced back from its first quarter (.75%) loss, rising 3.43% in the second quarter. But US stocks were the lone wolf; with virtually all other major asset classes falling. The MSCI World (ex USA) Index fell 2.61%, while the MSCI Emerging Markets Index dropped 7.96%. After being […]

Apr 10

1st Quarter Client Note – Volatility Emerges

By Steven Smith | Financial News , Investment Management , Money , Newsletters

It was nice while it lasted. The S & P 500 (total return) Index fell .75%, its first quarterly loss since the third quarter of 2015. Some asset classes, of course, fared a bit better, with the small-cap Russell 2000 Index down .08%. The MSCI Emerging Markets Index gained 1.42%. Others performed worse. The MSCI […]

Apr 12

1st Quarter Client Note

By Steven Smith | Investment Management , Money , Newsletters , Retirement

The S & P 500 (Total Return) Index gained 1.35% in the quarter. This was no mean feat considering what was occurring in January. The first two weeks of January welcomed the worst start to a year for the S & P 500 in history. The index was down 7.93% from January 4 -15. For […]

Apr 19

1st Quarter Client Note

By Steven Smith | Financial News , Investment Management , Money , Newsletters

Amidst continued slow global growth, particularly in Europe, the Federal Reserve is remaining cryptic as to when it will begin to raise interest rates. Foreign central banks are keeping their interest rates extremely low as well. US economic growth remains sluggish, but is still better than most of the rest of the world. The Fed […]

Aug 25

Supreme Court Gives Two Thumbs Up to Modern Portfolio Theory

By Steven Smith | Investment Management , Meanderings , Money , Risk Management , Wealth Management

In our estimation, the last week of the United States Supreme Court’s 2013/2014 term was a watershed for Modern Portfolio Theory and the Efficient Market Hypothesis; two essential components in the notion that publicly available information is rapidly incorporated into the prices of securities traded in a robust public market. For a generation now, intelligent […]

Nov 30

Putting the Community in Community Foundation

By Steven Smith | Financial Lifestyle , Financial Planning , Money , Mountain Lifestyle , Non Profits/Foundations , Philanthropy , Wealth Management

Occasionally I write articles for The Summit Foundation newsletter. This piece explores the genesis of the community foundation model and how The Summit Foundation exemplifies it in many respects.

Jan 25

Tax Update: The Certainty of Uncertainty

By Steven Smith | Investment Management , Money , Small Business , Tax Planning , Wealth Management

The tax “fix” at the end of 2010 left us with a jumble of extensions, expirations, and new rules for 2012. We summarize some of the biggest changes and issues to watch for while planning your 2012 taxes.

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