Some of the key objectives of the incoming Trump Administration are beginning to become clear, so it is now possible to outline the basis for an investment strategy going forward.
Is the Rout in the Bond Market Over?
Investors were being entirely realistic when they promptly started selling bonds after Trump’s victory. As noted by many critics, Trump’s tax and spending initiatives were floated without much explanation for how they would be financed.
A Discussion with Dr. Alan Greenspan
ACM’s Chief Investment Officer, Dr. Charles Lieberman and our Investment committee went to Washington D.C. on November 15, 2016 and introduced Dr. Alan Greenspan to our clients and associated advisors with a 30-minute interview. Dr. Greenspan recently joined ACM as an Economic Advisor to our Investment committee.
Some Deeper Thoughts for Policy Under Trump
The equity market rallied and the bond market declined, both sharply, in anticipation of the kind of policy changes now considered possible or likely under a Trump Administration. It remains our judgment that equities remain very attractive and bonds highly unattractive, despite their sharp gains and losses, respectively.
It’s Medicare Season, Part 3 of 3
Health care costs continue to be an important retirement planning consideration. In this article, you’ll find some tips on shopping your Part D coverage (which you should do every year during Open Enrollment) both for yourself, if applicable, or for someone you may care about or care for.
What Now? A Look at How Markets and Sectors Reacted to the Trump Victory.
The election shocker from last night is likely to have a broad reaching impact on various sectors, and the market is attempting to forecast the impact from these changes. Here are our thoughts on various sectors and potential policies.
Keep Calm and Carry On
Investors were caught by surprise by Trump’s victory, but it remains to be seen who he names to key cabinet positions, who his key advisors will be, and which of his policy initiatives will move forward and in what form.
Its Medicare Season – Part 2
Health care costs continue to be an important retirement planning consideration. Last week, we focused on the pending Part B premium increases for 2017 and beyond. This week, we are highlighting the benefits of choosing Plan G over Plan F for healthy individuals with a Medicare Supplement (Medigap) plan.
Enough Already
Most clients we speak to express the wish that the election were over already, so they can stop obsessing and get on with their lives, a sentiment we share. We can’t make time pass more quickly, but we can think about the consequences of the election outcome.