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Your Year-End Financial Checklist
1) The Trump Bump Takes a Breather
Stocks took a bit of a breather this week, as the “Trump bump” has mellowed for the first time since Election Day. While the major averages were basically flat this week, there’s no doubt that money is rotating from sectors such as technology, biotech, utilities, bonds and gold into sectors such as financials, industrials, defense, basic materials, etc. In today’s leadoff segment, find out all the details on the Trump bump rotation, and why it might not be the best idea to chase the biggest winning sectors. Plus, why a vote in Italy Sunday night could impact your portfolio Monday morning.
2) What’s Your Fixed-Income Exposure
In the last three years, investors have poured money into fixed-income assets, including bonds, REITs, utilities and other sectors. Yet with the current rising interest rate environment, and a likely continuation of rising rates in the months and years to come, many so-called “bond proxy” sectors have faltered and will likely continue to struggle. In today’s second segment, I cover some of the fixed-income assets that stand to benefit from the current interest rate and fixed-income climate. Plus, why now is the time to start making adjustments to those underperforming fixed-income holdings.
3) Your Year-End Financial Checklist
The year is nearly over, and that means now is the time to think about what to do with your investment and financial situation. In this week’s final segment, I give you eight specific year-end checklist items to consider doing now so that you can be ready to maximize your personal situation, and to get yourself ready to go in 2017. If you are serious about your financial situation, then this week’s final segment may be the most important of the year.
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By Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds1) The Trump Bump Takes a Breather
Stocks took a bit of a breather this week, as the “Trump bump” has mellowed for the first time since Election Day. While the major averages were basically flat this week, there’s no doubt that money is rotating from sectors such as technology, biotech, utilities, bonds and gold into sectors such as financials, industrials, defense, basic materials, etc. In today’s leadoff segment, find out all the details on the Trump bump rotation, and why it might not be the best idea to chase the biggest winning sectors. Plus, why a vote in Italy Sunday night could impact your portfolio Monday morning.
2) What’s Your Fixed-Income Exposure
In the last three years, investors have poured money into fixed-income assets, including bonds, REITs, utilities and other sectors. Yet with the current rising interest rate environment, and a likely continuation of rising rates in the months and years to come, many so-called “bond proxy” sectors have faltered and will likely continue to struggle. In today’s second segment, I cover some of the fixed-income assets that stand to benefit from the current interest rate and fixed-income climate. Plus, why now is the time to start making adjustments to those underperforming fixed-income holdings.
3) Your Year-End Financial Checklist
The year is nearly over, and that means now is the time to think about what to do with your investment and financial situation. In this week’s final segment, I give you eight specific year-end checklist items to consider doing now so that you can be ready to maximize your personal situation, and to get yourself ready to go in 2017. If you are serious about your financial situation, then this week’s final segment may be the most important of the year.