THE WisdomTree BLOG
With the fourth quarter in full swing, not only are the holidays approaching, tax season is coming up as well. This is the time of year when many financial advisors talk taxes with their clients, especially if those clients have capital gains and if there is the potential for tax loss harvesting.
Professor Siegel was recently on CNBC suggesting the U.S. equity markets were approaching fair value and that markets might ‘pause’ some of their strong gains in 2018. Siegel still believes corporate tax cuts are one factor supporting the market strength and that earnings should receive a boost from pending changes. Absent the corporate tax plan, we’d have a more clouded picture for U.S. stocks.
Economy and Monetary Policy Update with James Bullard
Alongside my co-host, Wharton School finance professor Jeremy Siegel, I had the opportunity to speak with St. Louis Federal Reserve Bank President James Bullard on our “Behind the Markets” podcast. We would describe Bullard now as having the lowest dot for the future trajectory of policy in the infamous dot plots of future Fed Funds Rates.
DGRC: The “One and Done” Concentrated Stock Build-Around
No conundrum is more difficult than portfolios plagued by stock concentrations, when one or a few heavy stock holdings have undue influence on a portfolio. Our new quality dividend growth strategy is designed to serve as a concentrated stock “build-around” vehicle.