The End of Cheap Money
How Investors Can Position for Rising Interest Rates
Investing in the equity and fixed income markets can be greatly affected by many variables, but one force that can have a big impact in both markets is interest rates. A historical bellwether has been the 10-year Treasury note. Since the beginning of 2021, the yield on the 10-year Treasury has risen over 75 basis points (0.75%). How does this affect you and your portfolio?
(more…)Read MoreWESCAP 2021 Tax Planning Considerations, Strategies and Issues
Having said farewell to 2020—the year of a raging coronavirus plague, a halt to life as we know it with shutdowns everywhere, we have entered a new year of opportunities and changes. Now is a great time to get started on planning for income taxes. No matter your income level or age, it’s always a good idea to keep your tax bill to a minimum and stay on top of tax-related matters. Here are a few tax strategies to incorporate in the course of 2021.
(more…)Read MoreEconomic and Investment Outlook for 2021
This year we wish to focus on the main questions investors are asking coming into 2021: Will the Coronavirus be conquered? What does this mean for people, businesses and investors?
(more…)Read MoreWESCAP Group’s Q4 2020 Quarterly Commentary
Portfolio results for the last quarter of 2020 were characterized by significant gains around the globe for stocks, commodities and credit-sensitive bonds. Unlike the prior three quarters, the S&P 500 and technology stocks lagged smaller cap and value stocks as the post COVID-19 recovery expectations strongly factored into asset pricing for these formerly unloved asset classes.
(more…)Read MoreYear-End Planning: Roth Conversions and CA Proposition 19 Impacts
As year-end approaches, it is important to address any unresolved planning or tax issues for 2020 and ensure you are on track for 2021.
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