Many American investors don't see the risk implications of the Brexit vote on the U.S. economy. You can read about the effects of Brexit on the U.S. and get an outlook for the second half of 2016 in my latest Investment Overview.
The markets became concerned over falling GDP growth in China in January. Because China is the second-largest trading partner of the U.S., any shock to the Chinese economy creates waves for the U.S. economy. For more information about how the markets fared in the first quarter and my outlook for the rest of 2016, read Mac Johnston's Investment Overview.
Most investors would rather forget 2015, as diversification worked against them and resulted in negative returns. However, 2016 could be a good year for investors if the Fed moves slowly in raising interest rates and China has a soft landing. Read more and get an outlook for the year in Mac Johnston's latest Investment Overview.
A sell-off of stocks in the third quarter of 2015 was caused by fears of deflation as commodity prices lowered and fears that the Chinese economy was faltering. For the economy to grow at a higher rate, we need commodity prices to reverse and the Federal Open Market Committee to raise interest rates ahead of re-inflation. Read more and get an outlook for the economy in Mac Johnston's latest Investment Overview.
The equity markets improved slightly in the first quarter of 2015, but were volatile as expected. Oil prices continued to find a bottom but have generally stabilized. The dollar has strengthened to the point that it became the most attractive currency in the world. Find out why a strong dollar hurts the economy and get an outlook for the economy in Mac Johnston's latest Investment Overview.
A new year often brings changes to retirement and estate planning tax laws. 2015 is no different. Find out what’s changed so you can take advantage of deductions and credits, as well as effectively manage your retirement planning and possible estate/inheritance tax burden.
The big story in the fourth quarter was that commodity prices continued to fall rapidly from their peak in the second quarter. Find out more about the effects of falling oil prices on the economy and get an outlook for 2015.
If improving economic signals are any indication, the Federal Reserve could raise interest rates by the middle of 2015. Here are some steps you can consider to prepare your portfolio for the possibility of rising rates.
Stronger auto and durable sales drove the markets' improved performance in the second quarter. Unless the economy falters again, we believe the Federal Open Market Committee will raise the federal funds rate in 2015. Learn more about what's ahead for the economy by reading Mac Johnston's latest Investment Overview.
The coldest winter in 20 years contributed to the markets' bumpy start in the first quarter. Learn more about housing and unemployment and what's ahead for the rest of the year.