From The Blog
Jeff Kikel and Ron Lang discuss the weak jobs report, cooling CPI and PPI inflation and the Yen Carry Trade
Learn how Net Unrealized Appreciation (NUA) can reduce taxes on company stock in your 401(k), the rules you must follow, and when it may make sense.
A weak jobs report ended the Fed hike bet, but the yen carry trade is the quiet risk under the market. What it is and why it matters to your portfolio.
The yen carry trade explained in plain English: what it is, why it can rattle U.S. stocks when it unwinds, and what long-term investors should actually do about it.
Key Takeaways: About 66% of large-cap US equity funds have trailed the S&P 500 over the last three years. On this week’s Cents of Things, I explain how I think about that as a portfolio manager: an index core, a disciplined sleeve of individual names, and cash ready for the days the market hands you a gift. I manage money for real families, so I look at a week like this one through a simple lens: what changes how I build and hold portfolios, and what is just noise. Here is how I read it.
Our Team
Jeff Kikel, ChFC, CRPC, ASBC
President
Crystal Kikel
Vice President Operations and Marketing
Monica Cabahug
Senior Executive Assistant
