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Archive for December 2016

Will We See a Santa Clause Rally?

SYNOPSIS • A “Santa Claus rally” is the phenomenon of equity markets trending upward during late December. • Tax planning, holiday bonuses, and buying in anticipation of a rise in stock prices during the month of January are just a few theories behind these rallies. • There are an infinite number of reasons why stocks…

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Would Cash Repatriation Help Boost The Economy?

SYNOPSIS • Cash repatriation has garnered significant attention throughout the presidential election, and investors want to know why. • Congress’s Joint Committee on Taxation estimates that U.S. companies are holding over $2.5 trillion in cash overseas. • Changes to the corporate tax code to allow companies to repatriate cash at a significantly lower rate would…

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Three Companies Tell a Cautionary Tale

SYNOPSIS • Three firms have consistently made headlines over the past few years who are changing the landscape of global financial markets. • Their successes combine to tell a cautionary tale to those who want to day trade stocks. • Getting in the middle of professional traders competing against each other presents next to no…

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Five Question Answered

SYNOPSIS • Investors are anxious to understand the reaction in global financial markets to the outcome of the presidential election. • More specifically, they want to know why conservative and income-focused portfolios have failed to keep up with the broader equity market. • Much of the volatility has been fueled on emotional moves by traders…

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