Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness. If you already have a well-structured, globally diversified portfolio tailored for your goals and risk tolerances, our answer remains the same as ever: Your [...]
With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure. That said, who knows how long the mood will last? Come what may between the U.S. presidential election just ended and the inauguration yet to occur, [...]
The next big political fight is quickly approaching – the fiscal cliff or debt ceiling crisis. The last big debt ceiling bout happened in mid-2017. By the end of 2017, the U.S. debt exceeded $20 trillion for the first time in history. The Treasury Department expects to run dry of funds mid-summer at which time [...]
New Office - come visit us As of November 1st, Sugden Wealth Management moved our office location. We are now located at 720 S. Colorado Blvd. Penthouse North Denver, CO 80246. We look forward to showing you around our new office soon.
The United States has provided a tremendous consumer market for countries all over the world, with an abundance of products imported from a variety of areas. Growing U.S. consumer demand over the decades along with advanced electronic manufacturing facilities in China and throughout Asia, have given American consumers cheap products. Ambitious consumer behavior has created [...]
A key component of GDP growth has been lagging for years, as a lack of incentives for companies to invest in capital has been an issue. Many believe that economic growth since the financial crisis in 2008/2009 has been driven primarily by the monetary stimulus efforts enacted by the Federal Reserve. The Quantitative Easing programs, [...]
For 2017, the IRS is revising more than 50 tax provisions for both individuals and business taxpayers. Any changes or modifications made by the new administration may or may not be applicable to 2017 taxes. So for the time being, the following IRS revisions are effective for the 2017 tax year. Standard Deduction – will [...]
A monumental shift occurred in November as consumer sentiment, interest rates, and equity markets all increased with growth expectations settling in. Infrastructure spending, manufacturing, a friendlier regulatory environment, trade agreements, and fiscal stimulus have become the primary objectives of the president-elect. A shift towards fiscal stimulus, as proposed by the incoming administration, is expected to [...]
OPEC agreed to cut production among its 13 members by 1.2 million barrels a day from the current 33.6 million barrels. The agreed upon reduction would reduce global output by about 1%, easing high levels of supplies. Domestically, the U.S. Energy Administration reported that U.S. stockpiles of oil shrank by 884,000 barrels in the final [...]
One of president-elect Trump’s fiscal proposals is to reduce the inherently high U.S. corporate tax rate from 35% to 15%. The United States currently has one of the highest corporate tax rates worldwide at 35%. The average corporate rate globally is just over 23%. Some countries maintain low tax rates or no corporate tax at [...]