Avista Mid-Year Market Review

At this time last year, the equity markets were enjoying a wave of enthusiasm spurred on by resurgent economic growth and corporate profits.  The S&P cruised to a gain of 7%, on it's way to a 20% annual return.  The Nasdaq jumped 11% by the midway point of 2017 and finished the year up nearly [...]

By |2018-07-12T10:43:55-05:00July 12th, 2018|Asset Management|Comments Off on Avista Mid-Year Market Review

Capital Markets Work!

In my nearly 10 years of managing money for investors, I've come across many people who are too afraid to put their money into the stock market.  Unless your parents have left you a huge trust fund, or you can sing like Adele or dunk like LeBron; you really don't have a choice.  Putting your [...]

By |2018-07-03T08:43:57-05:00July 3rd, 2018|Asset Management|Comments Off on Capital Markets Work!

Why Life Seems Faster

Does it seem like everything moves much faster today?  Maybe because it really is.  Check out this chart showing the speed of adoption of new innovations in the U.S. since the 1900s... https://avistawealth.com/wp-content/uploads/2018/06/Why-Life-Seems-Faster.pdf    The implications for investors are many, but especially the decision to invest in either "value" or "growth" stocks. 

By |2018-06-26T13:30:37-05:00June 26th, 2018|Technology|Comments Off on Why Life Seems Faster

Avoid These 5 Inherited IRA Mistakes

  So you just inherited an IRA from your Uncle Bob...Don't give up to 50% of the IRA to Uncle Sam! Some mistakes in your financial planning can be overcome, but failing to know the rules in Inherited IRAs can be fatal. In order to keep more of the money in your pocket, avoid these 5 [...]

By |2018-06-26T13:30:00-05:00June 26th, 2018|Asset Management|Comments Off on Avoid These 5 Inherited IRA Mistakes

Millennialls vs Baby Boomers: Who is more prepared for retirement?

While the Millennials often get pummeled by the media for being slackers and snowflakes, some new data shows they can teach the baby boomers a few lessons about saving for retirement.  According to J.D. Power, millennialls are the most likely to have set specific retirement goals and have the highest level of savings relative to [...]

By |2018-06-01T12:57:39-05:00June 1st, 2018|Asset Management|Comments Off on Millennialls vs Baby Boomers: Who is more prepared for retirement?

Who’s Afraid of a Little Deflation?

The answer:  all of the world's central bankers.  In a surprise move on Friday, the Bank of Japan introduced a negative interest rate policy by charging a .1% fee on commercial banks for holding excess reserves.  The BOJ hopes this will encourage banks to make more loans to stimulate economic growth.   They indicated that [...]

By |2018-01-09T13:36:44-06:00January 31st, 2016|Asset Management, Uncategorized|Comments Off on Who’s Afraid of a Little Deflation?

Avista 2015 Global Market Review

After 3 years of double digit gains, the S&P 500 (U.S. large company stocks) returned only 1.4% in 2015 (-.73% without dividends).  As can be seen in the chart below, the S&P 500 appreciated through the first half of 2015, then suffered a significant sell-off in late summer.  By the end of the year, those [...]

By |2016-01-05T04:03:21-06:00January 5th, 2016|Asset Management|Comments Off on Avista 2015 Global Market Review
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