Are the markets still responding to Trump’s pro-growth policies or are other factors at work? Liz Ann Sonders and her team at Schwab offer analysis of why the markets have risen recently and whether we can expect further growth to follow. One way to forecast the direction for equities is to look at global economic growth. The recent numbers are somewhat surprising, according to Emmanuel Cau and Mislav Matejka of J.P.Morgan Chase. Blaise Robinson covers the story for Bloomberg. With April 15 approaching, there’s no better time to examine the effect of taxes on your investment plan. Rande Spiegelman explains how to improve your after-tax income.
Market’s Moves Not All About Trump– Much of the pick-up in economic growth, as well as the earnings turn, predated the election according to Liz Ann Sonders, Chief Investment Officer at Schwab. “We are likely to see another leg up for stocks courtesy of continued genuine improvement in the U.S. and global economy; not just on hope for or a bet on Trump and his pro-growth policies.” Read more…
Weird Thing Happening To Global Profit Estimates: They’re Rising– Around this time of the year, analysts are usually busy trimming their overly optimistic corporate profit forecasts. Not this time. With the return of inflation and improving economic growth, they are instead upgrading their 2017 estimates for earnings around the world. Positive revisions are outnumbering negative ones, according to data compiled by Bloomberg, which bodes well for equities in the coming months. Read more…
The Importance Of Tax-Efficient Investing– When it comes to income, it’s not what you make, but what you keep after taxes that counts. And these days, with higher capital gains taxes and the 3.8% Medicare investment income surtax, being mindful of investment taxes is more important than ever. Read more…
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John R. Day, Bill Ennis, Stephanie Davidson and Matt Heller