Today the DOW closed above 19,000 –Is now the time to sell? I breakdown previous market highs and lows and review the makeup of the DOW vs the S&P 500. What two factors generally hurt large cap companies, but have caused small and mid cap stocks to rally the past 13+ days? Other topics include:

• Investing in international stocks despite Trump trade agreement scares
• Lower taxes and the growing concern regarding under-funded state pensions may affect the attractiveness of tax free municipal bonds
• Long term care insurance options
• ‘Tis the season for making the most out your donations. Gifting appreciated stock to charities and other strategies to consider as the holidays roll in
• IRA’s –What you can and can’t do now and what strategies are likely to change 

 

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

Encore Edition