Author Archives: Michael McKeown, CFA, CPA

Great Expectations

Contrary to what many believe, the economy and stock market are not the same. Studies show over time and across regions that exceeding low expectations for the economy usually comes with positive stock market performance.  In turn, disappointing economic results relative to expectations leads to poor stock market performance.

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Investors: Highway to the Opportunity Zone

Looking for tax savings? With support from communities, developers, investors, and somehow… both political parties? Meet the qualified opportunity zone. The benefit passed in December 2017 with the Tax Cuts and Jobs Act. Due to the tax overhaul including lower income tax rates, this part of the bill largely flew under the radar.

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What Midterms Mean For Markets

Both the four-year presidential term and the stock market follow an interesting pattern. If people feel good about the economy, they are much more likely to vote for the party currently in power. Right or wrong, putting more money in the system primes the economic engine. 

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What’s Shaking Markets?

Between the market volatility in stocks and bonds this past month, moving markets are hot topics of discussion. We look into the reasons why markets hate the uncertainty of tariffs and the Fed’s latest moves.

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Four Surprising Charts

In this article, we review a collection of charts and data detailing areas affecting the global economy and markets.

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Spring Selling Season: Housing Update

With spring selling season upon us, let’s take a trip through the latest data.

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What’s the ‘Deal’ With Private Equity?

After decades of fundraising by private equity managers in the institutional investment world, pensions and endowments are tapped out. As a result, we are getting more inbound calls and emails from private equity and debt managers looking to raise money. We should probably take a step back and wonder why.

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Finding the Flow: Hoops and Funds

The NCAA hoops tournament gives us the best time to watch the flow in action. We also like to watch the money flows into different investment funds. It gives an idea where investors may be getting too aggressive and where risks are building.

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Market Update

We are in the midst of the 28th time the stock market fell between 10% to 20% since 1945. A peak to trough move in prices such as this happens every three years on average. It should be expected by stock investors. The speed of this fall, however, was extremely quick. It spanned only two weeks in time.

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Tax Cuts: What’s Baked Into Expectations?

A tax cut puts more money in shareholders’ pockets and that is a good thing for company stock prices. Looking ahead in the U.S., analysts forecast the highest earnings growth for mid-sized companies.

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