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Weekly Sector ETF Performance

  BIA Tracked ETF and Fund Performance Week YTD to Date 2016 2015 S&P500 SPY 1.61% -4.31% 1.24% Dow Jones DIA 1.58% -4.02% 0.09% Nasdaq 100 QQQ 1.77% -7.54% 9.43% S&P Midcap MDY 2.64% -3.88% -2.51% Russell 2000 IWM 2.73% -8.37% -4.48% Dow Transports IYT 1.74% -1.22% -16.92% 10 yr Treasury Yield ^TNX 1.76% 2.27% … Continue reading

Friday Humor: Timing is Everything

The sales chief, the HR chief, and the boss of a company are on their way to lunch when they stumble upon a beat up, but valuable looking brass container. The sales chief picks it up and starts cleaning it with his handkerchief. Suddenly, a genie emerges out of a curtain of purple smoke. The … Continue reading

Fund Review: Manager Change for Ivy Asset Strategy

As noted in a previous fund review the Ivy Asset Strategy Fund has for nearly twenty years been a great actively managed fund for investors who are concerned with investment red flags raised by a belief in Austrian School Economics.   An early foray into gold (circa 2003), a willingness to move quickly to cash as … Continue reading

White House Proposes Changes to Retirement Plans: A look at some of the ideas contained in the 2017 federal budget.

 Will workplace retirement plans be altered in the near future? The White House will propose some changes to these plans in the 2017 federal budget, with the goal of making such programs more accessible. Here are some of the envisioned changes. Pooled employer-sponsored retirement programs. This concept could save small businesses money. Current laws permit … Continue reading

Stocks Catch their Breath: Weekly Update and Sector ETF Returns

Stocks continued a rally that started last week and finished the week up 2.8%.  As has been the trend of recent, stocks followed on the heels of an increase in oil prices, which where buoyed by talk of a possible production freeze overseas. Whether this is a temporary respite or the start of a sustained … Continue reading

2016 Tax Law Guide

A GUIDE TO 2016 TAX LAW CHANGES (AND MORE) As late as December, 2016 was shaping up to be a fairly uneventful year for federal tax law changes …   Then Congress passed the Protecting Americans from Tax Hikes Act (PATH). When PATH became law late last year, a host of expiring federal tax provisions … Continue reading

January Sector ETF Returns

Jan 216 2015 S&P500 SPY -4.98% 1.24% Dow Jones DIA -5.48% 0.09% Nasdaq 100 QQQ -6.91% 9.43% S&P Midcap MDY -5.54% -2.51% Rusell 2000 IWM -8.58% -4.48% Dow Transports IYT -8.13% -16.92% 10 yr Treasury Yield ^TNX   1.93% 2.27% 30yr Treusury Yield ^TYX  2.76%  3.02% MSCI – International EFA -5.52% -0.99% Japan EWJ -5.12% … Continue reading

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Barnhart Investment Advisory