KROST Wealth Monthly Economic Update: March 2019

March 20, 2019By Bethany W

In this month’s recap: domestic and foreign shares (and many commodities) advance, as two major investor anxieties ease for the moment. THE MONTH IN BRIEF You could say that Wall Street breathed a collective sigh of relief in February. Investors were encouraged by new developments in U.S.-China trade negotiations and by the minutes from the … Read More

Tolerate the Turbulence

March 19, 2019By Bethany W

Look beyond this moment and stay focused on your long-term objectives. Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since the end of World War II, there have been dozens of Wall Street shocks. … Read More

KROST Wealth Monthly Economic Update: February 2019

February 21, 2019By Bethany W

In this month’s recap: equities rally here and around the world, economic fundamentals look solid, the pace of home sales slows, and oil surges. THE MONTH IN BRIEF During a month marked by political impasses in the United States and United Kingdom, equities performed well around most of the world. On Wall Street, the S&P … Read More

Tax Considerations for Retirees – Are You Aware of Them?

February 18, 2019By Bethany W

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are unmarried. Thanks to the passage of the Tax Cuts & Jobs Act, the 2018 standard deduction … Read More

Quarterly Client Letter

January 29, 2019By Bethany W

Friends, This quarterly client letter marks the first, in many, distributed to joint clients of KROST Wealth and KROST. Client letters are a long-time tradition in this industry that I value, and I hope you will too; as it is an opportunity to provide you with insights into the business, our economy, capital markets, and … Read More

The Flattening of the Yield Curve

January 18, 2019By Bethany W

What is the yield curve, and why is the financial media writing about it? Here is a brief explanation, starting with a clarification. A yield curve is really an X-Y graph projecting expected rates of return for equivalent-quality bonds with different maturity dates. But it is not just any yield curve that matters. When investors, … Read More

End-of-the-Year Money Moves

December 10, 2018By Bethany W

Here are some things you might want to do before saying goodbye to 2018. What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to … Read More