Matt Lenore
Term vs. Permanent Life Insurance
Life insurance can be complex and overwhelming, especially with the myriad insurance policies out there. It’s important to know the differences between them since each type has unique characteristics that may be beneficial – or unnecessary – to your own...
Bitcoin, ICOs & Your Portfolio
Bitcoin – the cryptocurrency and digital payment system – is in the news again this month, as it closed in on $3,000 last week on reports of increasing blockchain technology adoption and rumors of new Indian cryptocurrency regulations. What exactly is...
Market Recap – Dovish Fed Signals Caution, Markets Celebrate
Market Digest – Week Ending 3/18 Stocks moved higher Friday to cap their 5th straight week of gains. The S&P 500 gained 0.9%. The index is now down just 0.2% for the year. International stocks gained again this week and are now flat for the year....
Beware Of Mutual Funds Bearing Gifts
Every December, as people all over the world pick out gifts for their loved ones, the mutual fund companies are busy planning a surprise of their own. Capital gains distributions! For every fund share that you own, your mutual fund company will distribute to...
America Turns Its Back On Bonds
“Begin with 100 and subtract your age. Own the resulting percentage in equities and the rest in bonds.” If you’re like most investors, you’ve heard the common wisdom on owning bonds many times. It’s simple, easy to remember and has been the rule of thumb for...
Just Say “No” To A Branded Portfolio
When a new account is transferred to us here at Personal Capital, the first thing we do is analyze its current holdings in order to build out the client’s chosen strategy. We look at cost basis, tax sensitivity and any securities we’d like to hold onto. And...
Is High Frequency Trading Really Such A Bad Thing?
In the wake of Michael Lewis’s new book on high frequency trading abuses, I’ve been reading the daily headlines shouting for more regulation in the stock market. Everyone seems to have a different agenda, and the complexity of the modern marketplace makes it...
Practice Tax Location To Boost Investment Returns
Most people today have multiple investment accounts to manage as they work towards retirement. In addition to savings and brokerage, it’s common to have a 401k plan, a Roth IRA, and a rollover IRA from a previous job. Each of these have unique tax...
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