We at Sigma believe that understanding inflation is an important element in effectively managing our client portfolios. In the that regard, we note that according to the latest Bureau of Labor Statistics report, consumer prices in January increased 2.9% over the past 12 months. At approximately the same time, J. M. Smucker Co. announced that … Continued
Many (most) of my blogs during the past few years have centered on government policy. For each, my colleague Marisa Lenhard, CFA, CFP® (who is incredibly bright and well informed) will ask me, “How does that relate to our clients’ investments?” While it seems intuitively obvious to me, just the fact that she asks the … Continued
2008 Democratic primary debate in Philadelphia, April 16, 2008: on Tax Reform Barack Obama: Raise capital gains tax for fairness, not for revenue Q: You favor an increase in the capital gains tax, saying, “I certainly would not go above what existed under Bill Clinton, which was 28%.” It’s now 15%. That’s almost a doubling … Continued
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