The effect of central banks and monetary policy on equity and fixed-income (and real estate, and cryptocurrency) markets cannot be understated at the moment. An average daily market recap will contain terms like Federal Reserve, Quantitative Easing, Stimulus, Tapering, Interest Rates, and Inflation to explain market activity. In this article we breakdown these terms and… Read More
The You First Blog
By most definitions, markets are up right now. A market high isn’t immediate cause to reassess your long-term investment strategy, but it’s a great time to consider your short-term options. If you are thinking about accessing funds from your portfolio in the next three years and you have yet to inform us of this plan,… Read More
Hello to all You First readers! We hope you are enjoying the sunny weather and the reopening of the city. We have passed the halfway mark of 2021 and we would like to provide you with a visual update of the major investment themes observed this year. The early phase of the business cycle, marked… Read More
Once in a very great while, there comes a year in the economy and the markets that serve as a tutorial in the principles of successful long-term, goal-focused investing. 2020 was such a year. On December 31, 2019, the Standard & Poor’s 500-Stock index closed at 3,230.78. This past New Year’s Eve, it closed at… Read More
We would like to provide you with an update on the work-from-home tax saving options available for the 2020 tax year. Those who worked from home in 2020 will have to decide whether to use the $2 a day flat-rate or detailed method. At tax time, you can use our employment expenses checklist which will… Read More