Tag: Investment Management

Time for the Contrarian?

We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.

By |2022-06-30T20:46:46+00:00June 27th, 2022|Blog, Investing|Comments Off on Time for the Contrarian?

Quarterly Review – First Quarter 2022

Capital markets retreated in the first quarter, not at an alarming rate, but certainly a deviation from the pattern of positive quarters investors have grown to appreciate. Of the last 50 quarters since the Great Financial Crisis, only 8 [...]

By |2022-05-03T18:22:15+00:00May 3rd, 2022|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2022

Cash Balance Plans

A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.

By |2022-05-03T18:31:13+00:00May 3rd, 2022|Blog, Retirement Planning|Comments Off on Cash Balance Plans

Tangible assets are the physical things companies or individuals own that have monetary value

Portfolio Advisor Steven Saunders helped to define and explain Tangible Assets in the Personal Finance section of Business Insider. "Anything that you can hold or touch could be considered a tangible asset," Saunders said. Seeing [...]

By |2022-04-22T22:09:34+00:00March 22nd, 2022|Uncategorized|Comments Off on Tangible assets are the physical things companies or individuals own that have monetary value

Quarterly Review – Fourth Quarter 2021

Once again, equity markets had a great year with the S&P 500 posting a 29% return and a 3-year annualized return of 26%! The equity market returns are even more impressive in light of inflation concerns throughout the year, [...]

By |2022-01-28T13:41:57+00:00January 26th, 2022|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2021

Talking Biz News: Inflation Commentary

Round Table Wealth Management Director, Portfolio Advisor Steven Saunders was recently quoted in Talking Biz News about inflationary trends and expectations. Steven notes that while the higher input costs driving prices higher have been well [...]

By |2022-04-22T22:22:48+00:00November 5th, 2021|Uncategorized|Comments Off on Talking Biz News: Inflation Commentary

“Capital Gains Rate: 20%, 25%, or 40%, should we care?”

House Democrats recently presented a preliminary tax proposal that is intended to help fund President Biden’s proposed $3.5 trillion dollar infrastructure package.  The current proposal targets high earners and corporations through increases in income taxes, corporate [...]

By |2021-11-02T20:17:16+00:00November 2nd, 2021|Blog|Comments Off on “Capital Gains Rate: 20%, 25%, or 40%, should we care?”

Quarterly Review – Third Quarter 2021

As the world emerged for summer vacations, capital markets were relatively calm. However, issues brewing under the surface for much of the year including inflation, a Federal debt limit impasse, supply shortages, shipping logistics and labor shortages all drew [...]

By |2021-10-20T22:11:21+00:00October 20th, 2021|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2021
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