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Latest UVA News Posts

Why trusts aren’t just for the wealthy

Originally published on Marketwatch.com http://www.marketwatch.com/story/why-trusts-arent-just-for-the-wealthy-2014-09-09 Trusts are one of the essential tools of any estate plan. According to a recent study, over 70% of U.S. households with a net worth greater than $1 million use trusts. The probate process can be lengthy and expensive and should typically be avoided at all costs through the use of trusts. There are many different types of trusts for various purposes and competent legal …Read More

Learning the basics of bonds

Originally published on Sierra Sun Tahoe Tribune http://www.tahoedailytribune.com/news/opinion/13034234-113/bonds-bond-yield-rate Fixed income investors today have had a difficult time finding yield with the record low interest rates we’ve seen. Bond investors can choose between using mutual funds or can purchase the individual bonds themselves, depending on what is more suitable for their own unique situation. If you are shopping for bonds, there is some basic terminology that you’ll need to understand to …Read More

Measuring a stock’s valuation

Originally published on Sierra Sun, Tahoe Daily Tribune http://www.tahoedailytribune.com/news/opinion/12940183-113/price-cash-value-flow Legendary investor Warren Buffet once said, “Price is what you pay. Value is what you get.” Two major styles of investing are known as growth and value. Growth investors seek companies who are rapidly growing their earnings and profits. Value-oriented investors search for stocks who are trading at a reasonable valuation relative to their peers. There are several common metrics for …Read More

The Fed returns to the shadows

At the end of August, the Standard & Poor’s 500 reached another new milestone, closing above 2,000 for the first time ever. And even the NASDAQ, at nearly 4,600, is now within striking distance of 5,000, a mark it set almost 15 years ago. The fact that the stock market continues to rise in the face of the Fed’s continued ultra-accommodative monetary policy is no longer a surprise. As many …Read More

Stock market at record levels

Originally published on Tahoe Daily Tribune’s website http://www.tahoedailytribune.com/northshore/12854554-113/percent-market-correction-investment Recently, the S&P 500 passed through the 2000 level for the first time in history. Its highest mark so far this year is 2005.04. The index is up 4.45 percent year to date. The Dow Jones Industrial average broke the 17,000 level for the first time this year, and the tech-heavy NASDAQ is almost back to the all-time highs it hit back …Read More