Happy Summer to everyone. We hope that you have some fun things planned or are at least enjoying the warm and sunny weather. When we last wrote, we talked about the massive amounts of volatility we experienced in the first quarter, and yet the equity markets as a whole were relatively flat. We talked […]
In June 1883 in the magazine The Chautauquan, the question was posed, “if a tree were to fall on an island where there were no human beings would there be any sound?” They then went on to answer the query with, “no. Sound is the sensation excited in the ear when the air or other medium […]
I get asked this question a lot, so let’s start with the basics. Anything with “Roth” in the title is money that is contributed after tax, and as such, when it’s distributed from the account after age 59.5 there are no additional taxes owed. On the other hand, traditional 401(k) contributions are before-tax, so after […]
Would your partner know what to do? Would your last wishes be carried out? These are common questions most people don’t want to face and understandably so. It feels uncomfortable to think about your own premature demise. With that said, it’s a real issue that everyone needs to face. There are equally important considerations to […]
The past year was marked by a combination of skepticism and surprise. From the high returns in the equities markets, to what was or was not accomplished in Washington, to the news of Bitcoin flying all over the place—We know we all found ourselves continually saying, “Wow.” Now, we must understand the impact of the previous […]
Having advised clients for almost 25 years and answering this specific question for almost 20 of them, I still cannot believe how many potential clients we meet who have zero to limited exposure to various types of hedge fund strategies. Yes, the fees are higher than your traditional Index ETF or mutual fund, but I am […]
There are no urgent problems calling for a precipitous new Fed course, and there are still uncertainties, Michael Ivanovitch writes. CNBC, by Dr. Michael Ivanovitch , October 30, 2017 U.S. bond markets see rising inflation and public debt Bond vigilantes may soon be forcing the Fed’s hand The ECB sees deflation, tight fiscal policies and […]
MarketWatch, by Tony Robbins, October 11, 2017 Take charge of your money before giving it to a professional manager Doctors, lawyers, and certified public accountants in the United States are legally required to act in the best interests of the people they serve. Yet financial advisers get a free pass. There are more than […]
As we close the books on the third quarter and what hopefully was a great summer for everyone, all we can say is WOW! In the well over 20 years that most of us have been doing this, we cannot remember a time when the equity markets have been so calm for so long. It […]
One of the biggest questions facing most retirees is how can they generate enough income from their assets when interest rates are so low? Unfortunately, for most people (even the wealthiest of people) the hard truth is that they cannot. Though many investors have benefited from the Federal Reserve’s ultra-low interest rate policy (which has […]
HighTower Bethesda is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.