When portfolio diversification is at its best, there will always be parts of the portfolio that are lagging while others are excelling.
April gave the markets quite a bit to digest. In the end, markets gave both those investors who were expecting a pullback and those who hoped the U.S. equity market rally of the first quarter wasn’t coming to an end quite yet, what they were looking for.
I’m not sure the words “happy” and April 15th are usually associated with each other, but 2013 is calendar-worthy for two reasons.
With April 15th approaching, advisors and investors will see more coverage about the impact of taxes and investing. We address 4 topics on taxable investing and discuss why things may not be as they seem.
There’s a possible tax storm brewing for investors this year – and it’s not just fiscal-cliff induced. It’s the result of increased tax rates and capital tax loss carry-forwards drying up for many mutual funds in 2013. In our mind, this requires heightened focus on the potential impact of taxes on investment portfolios.
Housing was “friendly” to U.S. economic growth in time periods like immediately after WWII . Similarly, housing’s impact during and coming out of the Great Financial Crisis has been just as big – only in the opposite direction.
Now that we are a few weeks past the fiscal cliff deal that was reached at the first of the year, it’s worthwhile to look at how it may impact investing in 2013.