减税 & Jobs Act of 2017: Gazing into the Sunset
All Good Things May Come to an End 减税 and Jobs Act of 2017 (TCJA) received a great deal of attention for providing significant income tax savings […]
阅读更多...
Tax-driven Retirement Plan Choices Post-SECURE 2.0
The past few years have presented a chaotic landscape of new rules and regulations related to federal income taxes. 最近通过的安全法案2.在2022年末创造了[…]
阅读更多...
计划保护你的遗产
A vital part of comprehensive wealth planning is the estate plan. If you have invested the effort to define your goals, 管理你的现金流, 储蓄和有正规的大网赌网站吗…
阅读更多...
Charting Your Financial Journey in 2023
Are you interested in moving your finances in a different direction in 2023? 如果是这样，是时候计划你的旅行了. And like all trips, your financial journey will […]
阅读更多...
Giving Strategies in a Challenging Market
As Thanksgiving approaches, our thoughts often shift to loved ones and our communities. The season of giving also begins with Giving Tuesday taking place the week after Thanksgiving. 许多人[…]
阅读更多...
Wealth-building Strategies to Consider in Down Markets
在压力下, our natural reaction is to either run for the hills, fleeing from what threatens us or to freeze and do nothing, 选择忍耐，希望……
阅读更多...
New Laws and Tax Strategies for 2020
在过去的六个月里, Congress has passed two new laws that affect retirement, 慈善捐赠, 还有遗产规划. The new laws known as the SECURE (Setting Every […]
阅读更多...
保持纪律严明
April 2020 Mitigation efforts to slow the spread of COVID-19 are affecting the daily lives of people around the world. 约.6 billion people are now living under government […]
阅读更多...
A Message about the Market’s Reaction to Coronavirus
考虑到最近的事件, 极端的波动, 这是可以理解的, we want you to know we are very much present and assessing new information as it becomes available. We […]
阅读更多...
Markets Soar in an Imperfect Economy
January 2020 The stock market reminded us again this past year that a perfect economy is not required to push stock prices higher. 相反，价格上涨的迹象是[…]
阅读更多...
市场在告诉我们什么
August 2019 What is one to make of the markets over the past six months? First the stock market fell 20% and bond yields declined, both correctly predicting a […]
阅读更多...
为什么要持有债券?
August 2018 The first three quarters of 2019 have produced unexpectedly strong results for bond investors. 全球经济增长放缓, 通胀预期下降, and accommodative central bank policies have […]
阅读更多...
Why Your Bonds Should Be Actively Managed
August 2018 Investors have shown increasing acceptance of passive investment strategies. 与此同时, funds that employ active strategies—that is, those with managers who strive to outperform their benchmarks—have lost market share […]
阅读更多...
了解你的风险承受能力
作为有正规的大网赌网站吗者，我们都面临风险. 股市波动, 利率变动, and permanent loss of capital are just a few of the many risks we confront in pursuit of […]
阅读更多...
开支问题
April 2018 How much can I spend each year without depleting my portfolio? It’s a question we hear often from clients. While the question is simple, calculating the answer […]
阅读更多...
我们的长远展望
January 2018 It’s not just people who like to take time off now and then. Apparently, volatility also enjoys some time off—at least that’s what this past year’s stock […]
阅读更多...
自然灾害经济学
October 2017 Before starting this quarter’s discussion, I first want to extend from all of us at Goelzer our heartfelt sympathies to those who have suffered due to the […]
阅读更多...
Managing Bonds When Interest Rates are Rising
April 2017 “Higher interest rates may be coming.” That was the forecast we shared on these pages one year ago. Our forecast was based on expectations for higher inflation […]
阅读更多...
Recent Stock Market Rally — Too Far, Too Fast?
2017年1月.S. stock market was both a volatile and rewarding place to invest in 2016. Thanks to a sharp year-end rally set off by the U.S. 选举,[…]
阅读更多...
Low Interest Rates Require More Savings
October 2016 Central bankers across the developed world continue to rely on low or even negative interest rates to spur economic growth. The resulting low returns on bank accounts and […]
阅读更多...
关注你的收入
July 2016 The chart below shows both the monthly prices and forward 12-months earnings for the S&标准普尔500指数自2000年1月以来. What the chart makes clear is the […]
阅读更多...
更高的利率可能即将到来
April 2016 Markets have a way of wearing people down. By moving in one direction or staying within a range over an extended period, markets convince people that the […]
阅读更多...
太多，太多
January 2016 Since the start of the industrial revolution, people have worked to become proficient at mining, 制造业, 融资, 销售各种各样的商品. 很明显[…]
阅读更多...
The Role of Stocks in Meeting Your Income Needs
November 2015 Many investors are concerned with how to secure a reliable and growing stream of income. At Goelzer 有正规的大网赌网站吗管理, we believe the key to meeting your income […]
阅读更多...
在动荡的市场中管理
波动又回来了. The stock market’s mostly smooth climb higher since 2012 was interrupted this past quarter with stock prices, 在最糟糕的时候, 下降了10%[…]
阅读更多...
