Will an interest rate increase tip the US economy into a recession? The Fed has tightened rates seven times since 2015 and may do so again. Quite often, there’s no way to tell if a rate increase will damage the economy until it has already happened. Kathy A. Jones of Schwab describes three factors to watch and advises investors how to protect their portfolios. Recent signs point to a weakening housing market, with the potential to put a drag on the economy. There are four data points to follow, as Liz Ann Sonders of Schwab explains. If concerns about capital gains taxes have kept you from investing in businesses, there’s a new tool you can use to ease your tax burden. Ruth Mattson of WealthManagement.com shows you how to take full advantage of the 2017 Tax Cuts and Jobs Act.

Will The Fed Go Too Far In This Cycle? 3 Indicators To Watch — There’s an old saying that when the Federal Reserve tightens policy, something breaks. That’s because rising interest rates expose borrowers who have taken on more debt than they can handle. Read more…

Housing Data: What Does It Mean For The Economy? — The housing market seems to be in a bit of a muddle these days. Should we be worried? “…even with all the good news out there for unemployment, wages and the stock market, the recent data from the housing market is sending some negative signals,” says Liz Ann Sonders of Schwab. Read more…

What Are Qualified Opportunity Zones? — Tucked inside the 2017 Tax Cuts and Jobs Act was a potentially significant tool for deferring and reducing capital gains. To take full advantage of this program, you’ll need to invest before the end of 2018. Read more…

 

John R. Day, Bill Ennis, Stephanie Hall and Matt Heller

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