Given that it is late in the year and we are currently in a bear market, we can find some solace in actively looking for opportunities to tax loss harvest (TLH).
The current bear market is the 27th since 1928. It began on 1/3/22 and, as of December 8th, is the 15th longest bear market in history. It was confirmed as a bear market on 6/13/22 when the S&P 500 closed more than 20% below its 1/3/2022 established previous high of 4796.56.
At Curran we operate under 3 primary pillars: Wealth management, investment management and comprehensive tax services. However, did you know we also have an investment committee?
It is with extreme gratitude that I announce my book, "Investing Ahead", has been ranked #1 on Amazon's Best Seller list for Financial Risk Management and Investing Portfolio Management.
As we close out the year, this is a time that many are thinking about charitable giving. This year we have spent some time talking with many of you about beneficial ways to give to charity.
We are pleased to welcome Amy Messier to our team. Amy previously worked for Walthausen & Company, a Small Cap money manager, based in Malta, NY.
Last week the IRS announced its annual inflation adjustments for various tax provisions in the tax year 2023. Below are some of the items we believe would be of interest to many.
Now two weeks into the year’s 4th quarter, I have identified a couple of reasons for the current market conditions. It really boils down to two fundamental issues.
As we approach year end, this is a friendly reminder to our clients that the Curran Wealth Management Team is here to assist with any questions regarding your account(s).
Before discussing the current state of the US economy, I want to begin with the humorous quote from economist James Kenneth Galbraith, poking fun at the value of forecasts.
To summarize, we have identified four leaks in our piggy bank thus far: Not investing sufficiently in growth and investing too much in fixed income. Not earning what we expect.
We are pleased to announce we have been awarded the PSN Top Guns distinction for our Curran Midcap Equity strategy by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, period ending June 30, 2022.
Our warmest congratulations to Emily Bornhorst, who recently earned the Certified Financial PlannerTM certification this week!
Recently I saw an investment chart in Bloomberg laying out an illustration, where an investor added money to the stock market only two weeks following Lehman Brothers bankruptcy. The market and the entire economy were on the precipice.
Over the past few weeks we've explored two leaks in our piggy banks. Today we discuss the third leak: Inflation.
Broadridge Lipper has finally announced their rankings for Top 20 Money Managers for Q1 2022 and our Curran Core Growth Equity Strategy was listed #4 total return in the U.S Large Cap Growth and Value Equity category.
Let’s put this bear market in perspective. On June 13, 2022, the bear market that began on January 3, 2022 was confirmed by the S&P 500.
Last week we asked: Is there a leak in your piggy bank? We discussed returns and risks. Not surprisingly stocks supplied higher returns than bonds. The differences were astonishingly higher for stocks over the past 10, 20 and 30 years.
Let’s first ask this question: If in June 2012 you invested $500,000 [measured by the S&P 500] in your retirement account, how much might it be worth today?
Sometimes we take our industry knowledge for granted and we want to share these advantages with our clients. Some of the SMA advantages are the following...
We are pleased to announce we have been awarded PSN Top Guns distinctions for our Curran Core Growth Equity strategy by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, period ending March 31, 2022.
Here are some reasons why tax review is important and what we are looking at when we review them.
During these last few days, weeks, perhaps even months of higher volatility than we're accustomed to, I know that you're concerned. You should know I'm concerned even if we don't show it here all the time, what we're seeing in the market certainly gets our attention.
In an effort to increase our cyber security, Panorama will have a Multi-Factor Authentication (MFA) upon logging into your account effective tomorrow April 30th.
I am considering starting an investment forum about inflation. I am concerned because I do not believe inflation is going away soon. History tells us inflation is a long wave cycle that will take many years to be controlled. My sense is most people believe it is simply another challenge facing us that will not be impacting our long-term lives and our investments. Nothing could be further from the truth.
When I graduated from Wharton, my first job was Assistant Town Manager in a Connecticut suburb. Before I reported for work, the Town Manager called to tell me there had been an election and the “other” party won. He explained he was sure he would be replaced but he was not sure about me.
Well, 50 years ago, when I was in training to become a financial advisor, a friend told me the only thing that matters when it comes to making money was: How much do you keep?
Inflation: you must think about it. More importantly you must act to minimize its impact on your life. Let us suppose 10 years ago you received a windfall of $1,000,000.
Many have noticed that every year, we at Curran Investment Management (CIM) send Annual GIPS composite reports accompanied with an independent verifier’s verification report. For you, as our client or prospective investor it may strike you as some sort of regulatory requirement and you may pay little attention to it.
Do not look now but the flight to US Treasuries trade, which we had become conditioned to expect during market selloffs, no longer appears to be working, and interest rates no longer are trending lower.
We are so excited to announce Panorama is now available as an app! Within this blog post you'll find 3 instructional videos on how to download and use the Panorama Portal app.
I want all of you to know we are keeping up with all the latest news about Ukraine and how it is affecting the global economy and the markets.
Broadridge Lipper just announced their rankings for Top 20 Money Managers for Q4 2021 and our Curran Core Growth Equity Strategy was listed #1 total return in a 5-year period in the U.S Large Cap Growth Equity category.
As I have said many times in the past, inflation is a long cycle and not a short cycle phenomenon. So is disinflation. The disinflation cycle that ended last year began around 1981. It lasted about 40 years.
If you were to have asked me years ago if I were ever interested in opening a Twitter, I would have said no. However, times have changed and I've decided to go along for the ride.
We are pleased to announce we have been awarded PSN Top Guns distinctions for our Curran Core Growth Equity strategy by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, period ending December 31, 2021.
We’ve all heard the phrase “the grass is always greener on the other side.” I disagree. It’s green where you water it. Let’s use growing a garden as an example.
We are pleased to announce Kevin Curran’s promotion to Co-CEO. In his new role, Kevin will assist Tom in managing the day-to-day operations and guiding the firm’s growth and direction.
Clearly all equity markets are entering a period of correction or near correction. A correction is defined as a closing low equal to a decline greater than 10% below previous high.
I'm sure you've heard this question before, and if you haven't heard it from your financial advisor, you may have a problem. Many use this question in terms of what someone wants in life, their reason for being, and indeed, their purpose.
We'd like to remind you about the changes to IRAs within the SECURE Act also known as the Setting Every Community Up for Retirement Enhancement Act of 2019.
Curran has made the commitment to study, evaluate and manage sustainable equities, aligning our investor’s investments with their values. There is increasing demand from clients to assure that their equity investments reflect their values.