Newsletters

Good news on trade

Markets There was a tremendous ‘overhang’ for the markets over trade and tariffs. Investors were hoping for any deal, with any country, as time was ticking, markets were surprised how…
Ken
May 13, 2025
Newsletters

Markets at the crossroads

Markets Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. The Standard & Poor’s 500…
Ken
May 6, 2025
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Newsletters

Spill in Aisle 4,5,9, 11…

Stocks continue to cascade lower U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Administration still does not have a deal and…
Ken
April 22, 2025

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Newsletters

Shunning Stocks May Come with a Cost

From March 2009 — when the stock market hit bottom during the financial crisis — through December 2012, investors withdrew almost $400 billion more from equity mutual funds than they…
Ken
August 28, 2013
Newsletters

Tax-Conscious Investing

Because of tax changes that take effect in 2013, some upper-income households are facing the prospect of higher tax rates on investment earnings. The potential for taxes to claim a…
Ken
August 28, 2013
Newsletters

Orchestrating an Exit

About 60% of small-business owners were born before 1964, which means that one baby boomer business owner will turn 65 every 57 seconds for the next 17 years. That’s a…
Ken
August 28, 2013
Newsletters

Investors as Corporate Citizens

In June 2012, CEOs of companies from around the globe met in Rio de Janeiro, Brazil, and developed more than 150 voluntary commitments to “sustainability” in areas such as energy…
Ken
July 28, 2013
Newsletters

Keeping Talent On Board

Despite the high national unemployment rate, a hiring survey reveals that there are often shortages of qualified candidates to fill positions in certain fields. Engineers, IT experts, and executives (or…
Ken
July 28, 2013
Newsletters

America’s Pension Problems

Many Americans are familiar with Social Security’s projected shortfall and the public debate on how to fix the program’s finances. Going forward, fewer workers will support a larger number of…
Ken
July 28, 2013
Newsletters

Investing Without Borders

Gross domestic product (GDP) grew by a relatively stagnant 1.8% in 2011, ranking the United States 157th among the world’s countries. At the top of the list was Mongolia, with…
Ken
June 28, 2013
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