Interest Rates Rising?

Presented by the Hardee Investment Group and RBC Wealth Management – It seems that all we’ve been hearing for the last two years is that the Federal Reserve is going to raise rates. It reminds me of the story of the little boy who cried, “Wolf!” Well, the wolf may really be here. What does this...

Investment Losses: A Silver Lining?

Presented by the Hardee Investment Group and RBC Wealth Management – Understanding the tax basis of investments and the tax rules regarding capital losses can help you reduce your income and taxes. You can do this by generating losses to offset income or gains and by generating income or gains to...

Summertime Blues

Presented by the Hardee Investment Group and RBC Wealth Management Summertime is here, and the market is doing its usual swoon. Long-time investors recognize that May through September usually marks the low for the year while January through April usually marks the high. This summer is no different. In...

Mid-Year Review

Presented by the Hardee Investment Group and RBC Wealth Management – It’s been a very interesting six months for investors. Even though the market is basically flat for the year, some stocks and industries have gone up and some have gone down, which is frustrating. Leading the pack on volatility has...

What Happens If I Lose My Job?

Presented by the Hardee Investment Group and RBC Wealth Management – Last month’s article, No More Pain at the Pump, validated the investment theme of investing in energy users, not producers. Unfortunately, we who live here in Texas will feel the brunt of lower energy prices either directly or...

No More Pain at the Pump

Presented by Hardee Investment Group and RBC Wealth Management – It sure is nice to see gasoline on its way to $2 per gallon. The collapse in oil prices has been amazingly swift, but you shouldn’t have been surprised. In 2012, we published our four themes for the next decade, and the number one theme...

Major Investment Themes Evolving for This Decade

Prepared by the Hardee Investment Group and RBC Wealth Management – Over 38 years of investing, I’ve observed that major gains are made by identifying trends that will last five to 10 years. We did this with energy in the 1970s, hospitals and nursing in the 1980s, drugs and healthcare in the 1990s...

Annual Fall Sale Underway

Presented by the Hardee Investment Group and RBC Wealth Management – The annual autumn sale has begun in earnest. Typically, the sale is set up by the three worst months of the year – August through October. Some of the largest declines in the stock market have started in August and ended in October....

Investment Losses: A Silver Lining?

Presented by the Hardee Investment Group and RBC Wealth Management Understanding the tax basis of investments and the tax rules regarding capital losses can help you reduce your income and taxes. You can do this by generating losses to offset income or gains and by generating income or gains to utilize...

Information is Not Knowledge

Presented by the Hardee Investment Group and RBC Wealth Management- For many years, when you did research on a topic, you went to the library, checked out books and read them. Today, you use your phone or tablet, Google or the Internet where you find a plethora of information and opinions. Some of those are...

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