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Corporations plan to use tax cuts on........

By Jeff Hybiak, CFA • December 20, 2017 • 0 Comments
Corporations plan to use tax cuts on........

Republicans and Donald Trump are celebrating getting one of their key campaign promises accomplished before Christmas. They have sold the “Tax Cuts & Jobs Act” to the public by claiming it will spur mass corporate spending and job creation. Unfortunately, they are using flawed economic logic, not including

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Chart of the Week,Tax Cuts

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
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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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