What’s in the Trump Budget Proposal?

May 24, 2017Uncategorized No Comments
What's in the Trump Budget Proposal? On Tuesday, May 23rd, the Trump administration released it's first budget proposal. The Trump budget proposal contains many "deep" cuts, many of which are attracting media and finance sector attention. There are also notable expansions in the budgets of select Agencies and programs, all of which we will detail. [...]

Housing vs REIT’s: Investing in Real Estate

May 23, 2017Investing, Real Estate No Comments
Housing versus REIT's Real Estate is a unique class of investment. For many, Real Estate is both the largest asset and the largest liability in their financial life. We have classic personal finance dichotomies such as "own versus rent" related to Real Estate. Even the sages of the Talmud weighed in on the topic of Real Estate investment, with [...]

Global Economic Growth

May 13, 2017Investing No Comments
Global Economic Growth What predicates strong economic growth? We look at one World Bank study The Global Growth Study In 2008, the World Bank funded a study by Nobel Prize winner Michael Spence to answer questions such as "why have only 13 developing world economies achieved sustained, high growth since World War II?" 1 The 198 [...]

Closed-End Funds: An Introduction

May 12, 2017Investing No Comments
Closed-End Funds: An Investment Company The Investment Company Act of 1940 established the framework for today's "funds." Closed-End Funds (CEF's) are one of the four main investment company types commonly operating, the other three being the Mutual Fund, the Exchange Traded Fund (ETF), and the Unit Investment Trust (UIT). Closed-End funds are professionally managed investment companies that [...]

Pacific Northwest Economic Growth Leads U.S. According to BLS Report

April 10, 2017News No Comments
Oregon, Idaho, Washington Lead US Average in Recent Economic Report Pacific Northwest Relatively Strong in the BLS Coincident Economic Activity Index for January, 2017 The Index Every month, the Bureau of Labor Statistics (BLS) publishes an index of Coincident Economic Activity for all 50 states. This coincident index is produced a number of days after [...]

US March Jobs Growth Disappoints

April 7, 2017News No Comments
US March Jobs Grew by 98,000 Though the economy added March jobs, it did so at half the expected rate of 180,000 The Index The Bureau of Labor Statistics (BLS) reports on job growth monthly. It's a widely watched statistic, as it is considered to predict broader economic growth and gauge the health of the [...]

New Soft-Data Report Suggests Economy Still Expanding (US PMI)

April 6, 2017News No Comments
US Economy Still Expanding According to New Data The ISM Purchasing Manager's Index (PMI) showed strong numbers for March The Index The Institute for Supply Management (ISM) publishes an influential report called the Purchasing Manager's Index (PMI) monthly. The US PMI is used by traders, asset managers, and manufacturing industry executives as a barometer of current business [...]

Portland Case Shiller Increases One Last Time for 2016

March 1, 2017News No Comments
Portland's Real Estate Market Increases in December of 2016 Portland Real Estate ended on a high note in 2016 according to fresh data The Index The Case-Shiller Index is the product of researchers Karl Case and Robert Shiller. The data in the index is maintained by Standard and Poor's (aka "S&P"), calculated from are repeat-sales house [...]

2017 Benchmark Market Return Data

February 25, 2017News No Comments
Benchmark Annualized Market Returns 2017 Investment Annuity presents 2016's market returns for stocks, bonds, Real Estate, and International markets The Data We've taken a look at market return totals for the last year, and we want to share them here today. We wanted to make this information available to our long-term annuity investors, as our [...]