The Leading Economic Indicators fell again in December, for the second time in the last three months. What does it mean going forward? The chief investment strategist of Charles Schwab, Liz Ann Sonders, offers analysis. If you own a business you may benefit from the new Qualified Business Income Deduction. Harvey Bezozi clarifies the complex process for Wealth Management.com. Knowing your risk capacity is key to planning for your retirement. But how do you calculate it? There are ways to quantify the abstract concept of risk, as Rob Williams explains.
Leading Indicators Falter Again — The LEI declined in December for the second time in three months. The index fell 0.1%, with large negative contributions from stock prices and the ISM New Orders Index. These offset the large positive contribution from average weekly unemployment claims. Read more…
QBI Pass Through Deduction Explained — One of the more dramatic provisions of the Tax Cuts and Jobs Act of 2017 is known as the “Qualified Business Income Deduction” (QBI). The new QBI deduction is complex and regulations to explain the application of this provision have only partially cleared up some of the confusion surrounding its usage. Business owners need to understand the deduction and whether they qualify for it. Read more…
What’s Your Risk Capacity?—How To Use It To Help Build Your Retirement Portfolio — Saving and investing take discipline and a tenacity to stick with investments in up and down markets. But it’s another thing to be willing to accept risk when you’re in or near retirement. Here’s how to calculate your risk level and use it to shape your retirement portfolio. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller