Kaizen Capsules

Q1 2017 provided the highest returns for large cap stocks since 2013.  In addition, other asset classes performed well.  The only two laggards were bonds which were barely up for the quarter and commodities which lost 5% after a good 2016.   One has to wonder, are we at the late stages of a bull market or will we keep limping along in a low growth environment?

Giving to a charity is easy, right?  You write a check and send it off to your favorite 501(c)(3) organization, and get a full deduction for the amount on your tax return, up to 50% of your adjusted gross income.

Last week the U.S. Federal Reserve Board’s Open Market Committee just raised the Fed Funds rate from 0.75% to 1.00%—the second rate hike in three months.  So what should you do with your investment portfolio in light of this change?

Nothing.