Category Archives for "Political News"

Preparing for Short-Term Election Volatility

By Steven Smith | Financial News , Investment Management , Peak Thoughts , Political News , Uncategorized , Wealth Management

What’s better for investors, Republican Presidents or Democrat Presidents? It’s a trick question. First, because in general, over the long run, it doesn’t matter. While some data correlates Democratic administrations with stronger markets since the end of World War II, there is no evidence of a cause and effect relationship. And this nifty interactive exhibit […]

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Cliff Notes: Peering over the Fiscal Cliff and Living to Tell the Story

By Steven Smith | Financial News , Financial Planning , Political News , Tax Planning , Wealth Management

The “fiscal cliff” is staring us in the face. The best chance of averting the consequences of failure to reach agreement will be in January, after the new Congress is seated. In the meantime, it is good to understand the details and to also do some planning.

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4th Quarter Client Note

By Steven Smith | Bonds , Financial Lifestyle , Financial News , News , Political News , Wealth Management

From the debt ceiling fight to worries over foreign economies to phenomenal results for the fixed income markets, 2011 was a year of unprecedented volatility for the markets. Investors should, at least, prepared for a continued wild ride—but we also recommend a brief pause for appreciating our blessings, as we do.

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