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We see strength for small-cap and financial stocks, higher consumer spending from lower gas prices, higher interest rates that will affect utility stocks and a surprise addition to the Winter Olympics. Read More
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With a clean tax slate, we’re selling several long-term portfolio holdings. Read More
Why has the stock market's mood changed so dramatically? Read More
Since introducing the IDEAL system a few months, a handful of our long-term Income Portfolio holdings have been posting less than stellar scores. A few had some pretty sizable gains, though, so we’ve been holding on to them in order not to pad what was probably an already high tax… Read More
We’re adding T. Rowe Price Financial Services (PRISX) to the Personal Finance Fund Portfolio.Data from Thomson Reuters shows that the third quarter was pretty successful for the financials, when 68% of the S&P 500’s financial companies reported earnings above expectations and 8% matched estimates. FactSet data also shows that the sector… Read More
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Our methodology is designed for rising interest rates, which should be coming sometime this year. Read More
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The European crisis blew up again over the holidays, as the Greek parliament failed to elect a president, triggering an election scheduled for January 25. Read More
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But you don’t have to nail a forecast to make money from it, just come close. Read More
The real opportunities for international trade are elsewhere. Read More