Charting the Course

October Market Update: What Does Fed Tapering Mean for Stocks?

BY Kristin Castner, CFA IN Charting the Course
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Last week the Federal Reserve announced it would begin tapering (cutting back on) bond purchases this month. It looks like the start of the tightening cycle has arrived. What Does Tighter Monetary Policy Mean For Stocks? In our October Market Update, we look at how stocks performed during the last Fed tightening cycle. It turns …

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Protect the Earth and Your Investments

BY Kristin Castner, CFA IN Charting the Course
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This week we’re sharing a graphic about Earth Overshoot Day. Have you heard about it? Like Earth Day, it’s a day to raise awareness about protecting the environment. Unlike Earth Day, which falls on April 22nd each year, Earth Overshoot Day falls on a different day each year. That’s because it marks the day each …

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Here’s What Makes International Stocks Most Attractive Today

BY Kristin Castner, CFA IN Charting the Course
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Should you own international stocks? Serious investors will always have an allocation to stocks of companies outside of the U.S. After all, the U.S. represents less than 25% of total world GDP. And nearly 80% of the publicly traded companies in the world are foreign companies. Even accounting for size, U.S. companies make up just …

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3 Things You May Not Know About Investing In Bitcoin

BY Kristin Castner, CFA IN Charting the Course
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The daily price movement of Bitcoin is now quoted almost as widely as the Dow, S&P, and the NASDAQ. While there are more than 1,000 cryptocurrencies available, Bitcoin is the best known. In many ways, Bitcoin is to cryptocurrency what Kleenex is to facial tissues. Everyone is talking about Bitcoin. But here are three things …

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Better Than Investing in Gold

BY Kristin Castner, CFA IN Charting the Course
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Each month, Purdue University conducts a phone survey of 400 U.S. agricultural producers about the expected future value of farmland. They use this data to compile and monitor the Long-Term Farmland Value Expectations Index (chart below). In March, this index rose back to its highest level on record, indicating a positive long-term outlook for the …

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What a global reopening means for your wealth (and your health)

BY Kristin Castner, CFA IN Charting the Course
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Just over a year after the global economy closed for business, countries are in various stages of reopening. News headlines cite more openings than closings. More and more people are getting vaccinated and feeling comfortable being out and about. Cushman and Wakefield, a commercial real estate company, has an interesting interactive global map that measures …

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What the Last 6 Weeks Tell Us About 2021 Market Returns

BY Kristin Castner, CFA IN Charting the Course
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On 11/9 the first significant news about a soon-available coronavirus vaccine hit the headlines. Since that time, we’ve seen stellar performance from equity markets, but a dramatic shift in the driver of stock market returns. No longer is Big Tech the only winner. (In the above chart, Top 5 S&P 500 includes Apple, Microsoft, Amazon, …

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3 Strategies for Navigating Today’s Low Interest Rates

BY Kristin Castner, CFA IN Charting the Course
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Nearly 200 years ago, the U.S. was debt-free. Our then-President, who thought buying something on credit was like “black magic”, decided to pay off the national debt. And he did it. In today’s world, most of us couldn’t imagine ourselves or our country being debt-free. Andrew Jackson is a testament to the power of making …

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