Monthly ArchivesJanuary 2017

Q4 2016 Macro Themes Walk Through image

A curated walk through of macroeconomic data in the US and globally for Q4 2016.             Proper Wealth Management’s (“Proper”) blog is not an offering for any investment. It represents only the opinions of Jared Toren and Proper . Any views expressed are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest. Jared Toren is the CEO of Proper, a Texas based Registered Investment Advisor.   All material presented herein is believed to be reliable but we cannot attest to its accuracy. Opinions expressed in these reports may change without prior notice. Information contained herein is believed to be accurate, but cannot be guaranteed. This material is based on information that ...

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December 2016 Update image

 Market Scorecard    Monthly Commentary What a way wrap up 2016 in the markets.  Stocks around the globe continued their march higher in December with small cap stocks outperforming large cap, international and emerging market stocks.  The US dollar index also extended it's rally over the previous month against most major currencies.  Dow 20,000 was within reach but the index didn't quite make it there.  We'll have to wait until at least 2017 until we see that level broken.  As we remarked last month, the markets appear to be pricing in a lot of pro growth/pro inflation policies in the U.S. due a Trump administration.  There's been a lot of speculation, but we're getting very close to finding out what policies will ...

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Top Estate Planning Mistakes image

Estate planning is a crucial element of wealth management that our firm assists our clients with.  While we don't get paid to provide and write estate plans, we're very involved in this process for clients.  After countless meetings, conversations and research, below is a list of the most common mistakes in estate planning.   Failure to Create a Bypass Trust When First Spouse Dies:  In past years, the estate tax exemption was wasted when assets were left to the surviving spouse.  But under the current system, the deceased spouse's unused estate tax exemption can be used by the surviving spouse. Joint Tenants with Right of Survivorship Account Titling:  This designation is common when opening bank and brokerage accounts, but prevents ...

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