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to manage risk without sacrificing return potential.
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Authentic Investing
The true essence of investing is not what you hear from the financial media or in the marketing campaigns from large Wall Street firms. Aggressive trading and hot stock tips generally result in losses or sub-par investment gains. Rather, real investing is about discipline, patience, and smart, deliberate strategies. We strip away the hype and focus on what is real.
Straight Shooters
Armbrust is a German word meaning “crossbow”. In medieval times, an armbruster was an archer or soldier armed with a crossbow. We don’t find much use for crossbows in our current occupation, but just like our ancestors, we aim to be straight shooters in all our dealings.
News & Education
Chris’s Corner: Tax Cut & Jobs Act (TCJA) – Planning for the Sunset
In 2017, then-President Donald Trump passed a series of changes to the tax code, the so-called Tax Cuts and Jobs Act (TCJA). Like just about everything these days, the law was controversial and complicated. One of the more “interesting” components to the law is that there is a sunset provision, meaning many of the changes will revert right back to where they were before the bill was enacted. That sunset will occur on January 1, 2026.
Congress could act to extend the law, but that of course is highly uncertain, particularly with an upcoming election. So, thinking about which rules will change and how to plan for them makes sense while there is still time.
Why everyone is (probably) wrong about bonds Q1 2024
Many pundits, economists, and Fed watchers are recommending investors lengthen the duration of their bond portfolios to take advantage of the expected rate decline. We disagree. We may miss out on a bit of performance if rates do indeed drop from here, but we’re skeptical that rates will come down much, if at all, in both the near and longer term.
Portfolio Review – Q1 2024 Newsletter
US large- cap stocks once again led all asset classes as the S&P 500 gained 10.6%, continuing their trend of outperforming small-cap stocks and international stocks, both of which experienced more modest gains.
Bonds pulled back slightly after their 6.8% gain in the fourth quarter of last year as longer-term interest rates rose moderately from the start of the year, contributing to a -0.8% loss this quarter. The consensus now is that the Fed will not cut interest rates asaggressively as previously believed a couple months ago, and that the first rate cut likely won’t occur until the latter half of 2024. The Fed confirmed…