Surprising Market Movements

by Susan Jung on

Market participants have been shocked at the intensity of the recent rally and there are plenty of lessons to be learned when assessing recent market movements. A friend and writer of mine for CNBC, Jeff Cox, recently wrote an article outlining some of the surprising outcomes over the course of...

A Reminder About Economics and Markets

by Susan Jung on

Data and Sentiment

One of the most difficult investment issues to understand is the truth that economics and markets do not move in lockstep together. It is entirely possible that economic growth can lag and markets accelerate forward on a completely different path. Likewise, the economy can...

Asia

by Susan Jung on

I was in Asia recently and it is always quite interesting to assess the current economic climate and investment issues dominating Asia’s headlines. These international trips also provide me the opportunity to gather differing perspectives on global economic and market conditions.

Here are a few...

Is the Market Overvalued?

by Susan Jung on

The question investors are asking now after a strong rally post presidential election is whether or not the market is ahead of itself. Carl Icahn thinks so. Certainly cyclical stocks have made a huge run and valuations are beginning to look fairly expensive.
 
Much of the market run has occurred...

The Election and Market Reaction

by Susan Jung on

It’s been six weeks since the election and the markets are sending a message that cannot be ignored. We have been consumed the last 45 days analyzing proposed policies as well as examining how fixed income and equity prices have been behaving after the surprise election of Donald Trump. It’s clear...

Top Ways to Invest in Commodities

by Susan Jung on

Investing in commodities can be an exciting way for investors to grow portfolio assets. Headlines and news often move commodity assets in a more volatile pattern than equity and fixed income positions. Commodity investing can occur in several different ways including direct investment in the...

Asset management is an important part of one’s overall financial strategy as one moves towards long-term goals. Investment or asset management services focus on delivering investment returns and that is the primary consideration. Wealth management differs from pure asset management in that wealth...

It is important to have cash on hand for emergencies as one should avoid being in a situation where assets are liquidated at an inopportune time. For example, if the stock market is down it would not be the best time to liquidate assets to use for expenses or emergencies that might arise. For that...

When you retire, the natural inclination is to consider your retirement account as your first source of capital to fund your income needs. After all, a retirement account is designed to provide you an income stream at the point from which you stop working. For many investors, withdrawing funds from...

How to Set Up a 529 Plan

by Susan Jung on

Funding college education costs is an important planning step that requires analysis and proactive strategy. College costs are rising significantly faster than the overall inflation rate.  529 plans provide a method in which investors can save on a tax-advantaged basis as they accumulate funds for...

Real estate over the last 30 years has been an incredible investment and provided great capital rewards for long-term real estate investors. Whether one invested raw land or rental properties, tangible values have increased and that has meant increased net worth for those investing in real tangible...

Investing Strategies for 2017

by Susan Jung on

With the new year comes new opportunities and new risks. This year, there is the added uncertainty of new proposals regarding taxation and economic stimulus. Coupled with markets moving toward all-time highs, it’s important that investors recognize that constructing a portfolio strategy should be an...