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Is a Border Adjustment Tax (BAT) just Batty?

BLOG, MARKETS & ECONOMICS  |  28 Feb 2017

By Jon Aldrich We all know by now that President Trump aspires to build a wall between the U.S. and Mexico and he has stated that he is going to have Mexico pay for it. You may wonder, How is he going to get Mexico to do this? Enter, the Border Adjustment Tax. What is…

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Interest Rates are Up, Are Bonds in Trouble?

Why Bond Investors Shouldn’t Panic by Jon Aldrich Two events occurred in the last quarter of 2016 that many thought may never happen. The first was the Chicago Cubs winning the World Series and the second was, after many years of ultra-low rates, interest rates finally started rising. Since Donald Trump was elected, back in…

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TRUMPED!

BLOG, MARKETS & ECONOMICS  |  9 Nov 2016

By Jon Aldrich By now, we have had just a little time to digest the stunning results of the presidential election with Republican candidate Donald Trump pulling off a shocking upset of Democrat Hillary Clinton. Going into the election most national polls did not give Trump much of a chance, but with elections just like…

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Wake Me Up When September Ends

BLOG, MARKETS & ECONOMICS  |  6 Sep 2016

By Jon Aldrich The band, Green Day penned the song “Wake Me Up When September Ends” a few years ago, but it often applies to investors in the stock market. Why is this? Well, September is the only month of the year where the median return has been negative going back to 1928. Every other…

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Have You Caught Pokémon Go! Fever?

BLOG, MARKETS & ECONOMICS  |  1 Aug 2016

By Jon Aldrich “Wait! There is a Pikachu next to that table over there!” My 14 year old son shouts excitedly. “A what, where?” I answer back. “There is a Pikachu by that table, I have to go catch him.” he says with glee. I look over there and don’t see any so called Pikachu’s…

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BREXIT? IT BREMAINS TO BE SEEN.

BLOG, MARKETS & ECONOMICS  |  20 Jun 2016

By Jon Aldrich June 23rd is going to be a big day in Britain, and maybe for the rest of the world. This is the day the general population of Britain votes on whether the country will continue to be a member of the European Union (EU)? Since we have had catchy names for some…

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Sell in May and Go Away? Not so Fast.

BLOG, MARKETS & ECONOMICS  |  2 May 2016

By Jon Aldrich Well May is here and spring is its normal unpredictable self here in Northern Illinois, with one day in the 80’s and the next in the 40’s. It is also strange this year, because the Blackhawks aren’t playing anymore and the Cubs and White Sox are both in first place. Strange days…

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Saved by Zero, or Less Than Zero?

BLOG, MARKETS & ECONOMICS  |  5 Apr 2016

By Jon Aldrich Back in 1983, the British New Wave Band, “The Fixx” released a popular song titled “Saved by Zero“. The song was about a Buddhist mantra that life is not so much about amassing material possessions, but of experiences along the way, and that the goal is how great it is to get…

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THE SKY IS FALLING!

BLOG, MARKETS & ECONOMICS  |  12 Feb 2016

By Jon Aldrich European banks are having problems again! China’s economy is headed for a hard landing! Central Bankers have lost control of their control of the markets by resorting to negative interest rates! Oil and commodity prices keep crashing signaling global recession! The U.S. is headed for a recession as well! Presidential candidate Bernie…

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Does A Bad January Mean A Bad Year in 2016?

BLOG, MARKETS & ECONOMICS  |  3 Feb 2016

By Jon Aldrich I probably don’t need to remind you that January was not a real good month for the stock market. The S&P 500 was off 5.07%, the Dow was off 5.5%, and other areas such as Small Company U.S. stocks and Foreign stocks were off anywhere from 6% to 10% as concerns about…

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