//
archives

Archive for

Weekly Market Summary

The Markets (as of market close May 26, 2017) Following two weeks of losses, equities rebounded last week, with each of the benchmark indexes listed here posting week-over-week gains, led by the Nasdaq, which climbed over 2.0% for the week and is up 15% since the beginning of the year. The S&P reached another record … Continue reading

Friday Humor: Advice for your Swing

For the holiday weekend some prudent advice on the golf swing:       Request: Introductory Phone Call With Barnhart Investment Advisory Visit: Barnhart Investment Advisory Website  

Understanding Risk

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.   Advisors label as aggressive or risky an … Continue reading

Active vs. Passive Portfolio Management

  One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. … Continue reading

Keeping Your Business in the Family

What are some of the issues concerning keeping the business in the family? You may want to keep your business in the family, as opposed to selling it to an outside party or another business. If this is your plan, you should be aware of some of the issues that can contribute to the success … Continue reading

Weekly Market Update

The Markets (as of market close May 19, 2017) A rally late last week pulled equities higher, but not enough to overcome a midweek tumble. Only the Global Dow posted a slight gain by last week’s end, as each of the other indexes listed here lost value. Possibly shaken by continuing controversy between Russia and … Continue reading

Friday Humor: To A Long and Healthy Retirement

A long-time retired, elderly couple were married for over sixty years. Although the man and women were not poor, they were far from being rich. They managed to get comfortably by skimping and watching their pennies. The elderly man and women were both in excellent health for their age, mainly because of the wife’s insistence … Continue reading

Understanding the Net Investment Income Tax

If your income hits a certain level, you may face an additional wrinkle in calculating your taxes: the net investment income tax (also referred to as the unearned income Medicare contribution tax). This 3.8% Medicare tax applies to some or all of your net investment income if your modified adjusted gross income (MAGI) exceeds certain … Continue reading

Zero Hedge: What if Rates Rise Above 3.5% ?

Late last month the notorious financial blog Zero Hedge published an analysis  regarding the economic after shocks that could occur if interest rates were to spike above 3.5%. Indeed eight years into “recovery” from the great recession of 2008, it is easy to forget just how extraordinary Federal Reserve policy remains.  Just because the can … Continue reading

401(k) Rollovers: What to Consider

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options.   What will I be entitled to? If you leave your job (voluntarily or involuntarily), you’ll be entitled to a distribution of your vested balance. Your vested balance … Continue reading

Weekly Economic Update

May 15, 2017     A SOLID RETAIL SALES READING Americans bought more in April. The pace of retail purchases hastened by 0.4% last month, and the Bureau of Economic Analysis revised the 0.2% March retreat into a 0.1% gain. Headline retail sales were up 4.5% across the 12 months ending in April. Core retail sales … Continue reading

Should You Apply for Social Security Now or Later?

  When should you apply for benefits? Consider a few factors first. Now or later? When it comes to the question of Social Security income, the choice looms large. Should you apply now to get earlier payments? Or wait for a few years to get larger checks?   Consider what you know (and don’t know). You … Continue reading

Receive notifications of new posts by email.

To subscribe enter your e-mail address and then activate via a confimation e-mail sent to the address provided.

Barnhart Investment Advisory

Twitter