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Bristlecone Blog

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Benchmarks and Bitcoins

As 2017 comes to a close, investors have much to be thankful for. At the time of this writing, US stocks are up more than 20%, international and emerging markets stocks up even more in the 25% to 30% range, and bond funds are also in positive territory with low to mid-single digits returns year-to-date.

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Parsing Tax Reform Legislation

Earlier this month, Congressional Republicans unveiled the details of their much-anticipated tax reform plan. Ostensibly, their goal is to simplify the tax code by eliminating a host of loopholes, broaden the tax base, and lower average tax rates for both individuals and corporations. The premise is reasonable enough—the execution is where it gets tricky.

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The Next Crash is Upon Us!

Hardly a day goes by without an article predicting an impending stock market crash. As we reiterated in a recent commentary, now is not the time to chase hot investments. However, we do not profess to have any insights on the timing of the next crash, and we certainly do not advocate selling your stocks or stock funds.

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Hasta La Vista Fiduciary Rule?

With one stroke of the pen, President Trump (the “Trumpinator”?) most likely signed the death sentence of the Department of Labor’s (DOL) implementation of the so-called fiduciary rule, which would have required investment salespeople to act in their clients’ best interests with their retirement accounts. We understand if you are surprised that such might not already be the case.

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