Blog
We personally author periodic letters and presentations to our clients to provide an update on how we are managing their portfolios, our view on economic conditions, and important updates on financial planning topics. We post some of that content to this blog for public viewing. We hope you find the content useful.
Submitted by Alsworth Capital Management, LLC on January 23rd, 2018
The fourth quarter capped yet another stellar year for US stocks. Large US stocks gained 6.6% for the quarter and ended the year with a 21.7% total return. This was the ninth consecutive year of positive returns for the index, tying the historic 1990s bull market and marking a truly remarkable run from the depths of the 2008 financial crisis.
Submitted by Alsworth Capital Management, LLC on December 20th, 2017
As you have no doubt heard, the Republican Tax Bill was quickly shepherded through reconciliation and will almost certainly go into effect for the tax year 2018. The big picture impact of the bill is that after making many last minute generous adjustments, 75% of Americans will see a tax cut to varying degrees and the remainder will see a tax increase. The bill will also add a minim
Submitted by Alsworth Capital Management, LLC on December 15th, 2017
Reconciling the two bills will require compromise on some key features. See this chart, provided by PIMCO Funds for a nice summary.
See Chart
Submitted by Alsworth Capital Management, LLC on November 6th, 2017
Alsworth Capital Management - Third Quarter 2017 Investor PresentationMarket & Portfolio Strategy Review, please click HERE
Submitted by Alsworth Capital Management, LLC on October 19th, 2017
There is a popular adage in investing, “Sell in May and Go Away!” The idea is that you should sell your stocks May 1st and ignore the markets until November 1st when you get back in the market. It happens to coincide with a time frame when many professional institutional traders go on vacation and investors are busy with summer plans. Since the 1950’s, the va
Submitted by Alsworth Capital Management, LLC on October 16th, 2017
We sent out a letter directly after the Equifax Data Breach providing some background on the problem. We also recommended in the letter that you consider adding a security freeze on your credit accounts with each of the three main agencies. If you lost that letter or have now decided to go ahead with the security freeze, here are the phone numbers again, to make the election:
Submitted by Alsworth Capital Management, LLC on September 11th, 2017
You no doubt have heard about the Equifax data breach. News of the breach coincided with the formation of Hurricane Irma, so you may not have given it much priority. It is estimated that 143 million Americans could have been impacted by the breach, affecting nearly everyone that has a credit file.
Submitted by Alsworth Capital Management, LLC on July 27th, 2017
To see our Market & Portfolio Strategy Review, please click HERE
Submitted by Alsworth Capital Management, LLC on July 20th, 2017
Second Quarter 2017 – International Markets Earn Their Keep
Submitted by Alsworth Capital Management, LLC on June 9th, 2017
The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan.
