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Will tax cuts cause job cuts?

By Jeff Hybiak, CFA • December 15, 2017 • 0 Comments
Will tax cuts cause job cuts?

The key talking point as Republicans attempt to accomplish one of their key campaign promises, tax cuts, has been the promise the corporate tax cuts will create strong economic growth, higher wages, and more jobs. The economic text books tell us if corporations are allowed to keep more of their

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Chart of the Week,Tax Cuts,wages,Weekend Reading

What would Buffett Do?

By Jeff Hybiak, CFA • December 08, 2017 • 0 Comments
What would Buffett Do?

Buy low, sell high

 

This is probably the most easily recalled market cliche. It’s easy to say, but our own behavioral biases prevent us from actually following that advice. Market history and our own experience tells us most investors believe it is ok to buy high because

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Buffett,Chart of the Week,Valuations

Tax Cuts Great for Stocks (in the short-term)

By Jeff Hybiak, CFA • December 01, 2017 • 0 Comments
Tax Cuts Great for Stocks (in the short-term)

Apparently in Congress, your opinion on the deficit changes based on whether or not your party controls the White House. In 2011 Republicans were willing to die on the hill of fiscal responsibility when President Obama asked for a debt ceiling increase. Democrats argued we needed to spend the money

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Budget Deficit,Chart of the Week,Tax Cuts

How to Avoid Being 'Amazoned'

By Jeff Hybiak, CFA • November 17, 2017 • 0 Comments
How to Avoid Being 'Amazoned'

A common theme in my conversations with advisors across the country is frustration with the move towards passive, “free” investment solutions. In four years $1 Trillion has flowed into passively managed Exchange Traded Funds, with Vanguard sucking up 90% of those assets. Vanguard and many others are now

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Practice Management,Weekend Reading

The Consequences of Political Polarization

By Jeff Hybiak, CFA • November 06, 2017 • 0 Comments
The Consequences of Political Polarization

A year ago, the “experts” were shocked when Donald Trump won the electoral vote for President. Since that time we’ve seen an already divided country become even more divided. We seem to have entered a phase in our social cycle where a large majority of people believe their way

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Chart of the Week,Politics,Social Cycle
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The purpose of SEM’s Traders Blog is to provide simple explanations about the current market environment. It is designed to give advisors talking points about the market and for individual investors to better understand what is happening.

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This site is for INFORMATIONAL PURPOSES ONLY. The comments and posts published in the SEM Trader's Blog ARE NOT investment recommendations. They can NEVER be considered as trading calls or advices. If you decide to use the information offered here for your real trading it is at your own risk. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Opinions expressed at www.semwealth.com and tradersblog.semwealth.com are those of the individual authors and do not necessarily represent the opinion of SEM Wealth Management or its management. Any opinions, news, research, analysis, prices or other information contained on this website, by SEM, its employees, partners or contributors, is provided as general market commentary and does not constitute investment advice. SEM will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

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