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Market News Blog

The Trumping of the Stock Market

So prior to November 8, the conventional wisdom went something like this: Donald Trump has next to no chance of winning the highest political office on planet earth. But, IF the unthinkable were to happen and Trump actually won, then the market would crater similar to...

A Roth Conversion: Pay Uncle Sam now or pay him later

Certainly the usual rule for most of us is to “delay paying taxes as long as possible.” However, I would argue that this is the month that many investors should consider violating that rule so that they can lock in tax-free growth forever. If you have a traditional...

Top Ten Dividend Increases

At Woodard and Company, we often get questions about how to get an income stream that keeps up with inflation. U.S. Treasuries offer the security of a guaranteed income stream, but not an inflation adjustment. Once the investor locks in a ten-year Treasury at the...

What If My 401(k) Has Poor Investment Options?

Anyone that has worked with Woodard & Company over the years will know that as a courtesy we will review client retirement plans and offer our thoughts and recommendations. Part of this review requires that we take a look at the individual investment options in...

The Long-awaited 10% Correction

It looks like a good time to be a buyer of equities. They certainly have been on sale in recent weeks. The third quarter was a rough quarter for stocks. The S&P 500 dropped 6.9%, European Stocks fell 8.8%, and China plunged 28.6%, while Emerging Markets as a whole...

Imagine a no-risk IRA income for a lifetime

Would you like to make up to 25 percent of your IRA portfolio risk-free? Are you and/or your spouse in good health and do you expect to live into your late 80s or 90s? Do you not need your IRA required minimum distributions (RMDs) to maintain your lifestyle? Do you...

So You Want to Be a Day Trader

Many people talk to me about trading stocks. They regale me with stories of making a small fortune on penny stock “A” or a couple grand on tech stock “B.” We all like stories about winning. They are fun to listen to and even more fun to tell. Rare is the person who...

Intelligent Investor Hour

If you missed today's broadcast, tune in to hear John Woodard & George Burns. Interest Rate raise by the Fed Chinese economy Commodities: oil, copper, and how it affects the economy 30 years of Woodard and Company and our services        ...

Intelligent Investor Hour

If you missed today’s broadcast, tune in to hear Todd Senter. Check your 401k allocations Research fund managers during good and bad markets Is Apple right for you? Do your research.           [soundcloud id='218062584']

End-of-life planning: Dismal but necessary

Last week, my wife Sue and I had a 20-minute unpleasant conversation. Not that we disagreed; rather, it was because both of us knew that we needed to quit procrastinating and finally update our-end-of-life documents. Nearly two decades ago, we met with a lawyer to do...

Intelligent Investor Hour

If you missed today’s broadcast, tune in here. Here are some of the topics covered:  Active management out performs volatile markets The necessity of diversification Will Social Security be available in the future         [soundcloud...

Intelligent Investor Hour

If you missed today’s broadcast, tune in here. Here are some of the topics covered:    Four recommended small/mid-cap funds Mortgage rates First time home buyers Slow GDP growth       [soundcloud id='203287904']

Intelligent Investor Hour

If you missed today’s broadcast, tune in here. Here are some of the topics covered: International Small Caps Resurgence in the China Market Opportunities in Europe Shark Tank           [soundcloud id='202190029']

The Intelligent Investor Hour

  If you missed today’s broadcast, tune in here. Here are some of the topics covered:  1st Quarter Market Performance 401(k) asset allocation and review April 15 tax deadline April 15 IRA/Roth IRA 2014 contribution deadline Global Markets and Economy American...

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Think about 2015 Now!

Even though most of us are still gathering last year's information for filing our 2014 income taxes, we need to be thinking about the tax changes for 2015. The tax thresholds are up about 1.6% from 2014.   Tax brackets for 2015 have been adjusted upward for...

Intelligent Investor Hour

If you missed today’s broadcast, tune in here. Here are some of the topics covered: Seminar dates: Larry’s Beginning Investor Seminars Mayberry Breakfast Seminar Handling market volatility Portfolio diversification Domestic Growth European Growth 2015 Seminar Schedule...

Breakfast at Mayberry’s

Please join Woodard and Company's team of advisors on Friday, March 13, at Mayberry’s Restaurant on Miller Street in Winston-Salem at 8:30am for a group seminar. Dr. Larry Hungerford will discuss no load mutual funds. In addition, Joan Woodard, CPA will discuss...

Persuading Younger Adults to Save: A Tough Sell

“Be sure to put me down for my usual lecture on how to be a millionaire on a teacher’s salary.” Those startling words came from my major advisor in December 1981 at Ohio University where I was a full-time graduate student in my mid-40s working on my Ph. D degree. He...

Intelligent Investor Hour

If you missed today's broadcast, tune in here. Here are some of the topics covered: European Union / Greece Crisis Market fears Current investment ideas       [soundcloud id='191953619']

Investing in Exchange-Trade-Funds (ETFs)

Twenty-one years ago, January 29, 1993, the world’s first exchange-traded-fund, SPDR S&P 500 (SPY), was launched. Unlike traditional mutual funds that only price once a day when the market closes at 4 p.m., ETFs price continuously throughout the day, trading...

Intelligent Investor Hour

If you missed today's broadcast, tune in online. Here are some of the topics covered: Deflation: domestic and foreign indicators; commodities Portfolio allocation via a call in: Large Cap Mid/Small Cap International (is there still opportunity) Fixed Income.  ...

Apples & Oranges

As we enter the tax season, more often than not a handful of clients and do-it-yourself investors will ask the question, “So what’s the difference between a Roth Contribution and a Roth Conversion?” The question usually follows a conversation where the two terms were...

Welcome!

Welcome to our newly redesigned website with ongoing weekly commentary on the markets as well as various investment topics. We hope you will find it helpful in your strategic planning. Please come back each week as we address investment topics that relate to you. As...

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