Investment Outlook Blog
New Changes to Lockheed Martin Empower 401k Plan
The Lockheed Martin Empower 401k plan underwent some major changes recently. The company has a subsidiary called LMIMCo "Lockheed Martin Investment Management Company" and they act as plan fiduciaries to the company 401k plan. LMIMCo added new investment funds and...
Capital Gains Tax Proposal Impact to the Stock Market
President Biden is expected to announce a proposal to raise the captial gains tax rate on individuals with investment income greater than $1 million per year from roughly 20% to ~39%. This is nearly double the current rate and could have significant impacts on the...
S&P 500 Above 4000, Record Market Rally Continues
The S&P 500 broke 4000 and Q2 is off to fast start. Money is beginning to flow into Technology stocks, as the rally in reopening stocks slows. Investors are gearing up for a fast growing US economy and hot second half of 2021 as earnings expectations continue to get...
Stock Market End of Quarter Re-balancing, What’s next?
The stock market remains volatile as we enter second quarter. Portfolio managers are re-balancing their holdings and positioning themselves for a re-opening US economy and end to the Coronavirus pandemic. Overall, markets continue to trade below their all time highs...
Tech Wreck & Rising Interest Rates, Stock Market Impacts
The 10 year treasury yield crept higher towards 1.63% this week and investors remain cautious towards technology stocks. High beta and speculative stocks are most sensitive to rising interest rates because it affects the capital asset pricing model calculations and...
The Great Stock Market Rotation of 2021: Rising Treasury Yields & Choppy Trading
The 10 year treasury yield briefly touched 1.60% and the equity market reacted very violently. The hardest hit stocks continue to be technology names and the cause could be a rising discount rate. When investors try to find fair value for a stock, they use the capital...
Tax Planning Tips with Dion Rincon, Accounting Expert
Record Stock Market Rally, February On Tap
Preparing for Tax Filing Season (Stimulus Rebate & New Tax Credits)
Dion Rincon and Paul Clay do not have a business relationship and neither party was compensated for making this video. This content makes no claim of guarantee. It is your responsibility to speak to a tax professional and find out what is appropriate for your...
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