Skip to main content

  • About 
    • Tradition Advisers
    • Our Philosophy
    • Our Process
  • Our Team 
    • Investment Committee
    • Advisers
    • Professional Staff
  • Investments 
    • Investments
    • Diversified Strategies
    • Equities
    • Municipals
    • Fixed Income
    • Diversifying and Global Assets
    • TraditionAdvisers.net
  • Wealth Strategies 
    • Wealth Strategies
    • Estate Planning and Trusts
    • Generational Strategies
    • Charitable Giving
    • Retirement Planning
    • Wealth Forecasting
    • Business Services
    • Business Succession Planning
  • Clients 
    • Clients
    • Business Owners
    • Senior Executives
    • Physicians
    • Couples
    • Independent Women
    • Family
  • Partners 
    • Service Partners
    • Attorneys
    • Accountants
    • Investment Partners
    • Black Diamond Reporting
    • eMoney Planning
  • Videos
  • Blog
  • More 
    • News
    • Tradition's Views
    • Tradition's Facebook
    • Tradition's LinkedIn
    • Tradition's Twitter
    • Economic & Market News
    • Black Diamond Login
    • eMoney Client Login
    • TraditionAdvisers.net
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. January 2019

January 2019

What Should You Do with a Tax Refund?

Submitted by Tradition Advisers on January 31st, 2019

As people begin filing their taxes, they may discover they are due a large refund. Is it better to pay off debt or invest? Tradition's Frani Feit, CFP answers this question on NJ.com.

  • Read more

Is there a gift tax when paying off a child's student loan?

Submitted by Tradition Advisers on January 24th, 2019

Gifting money to help a child pay off debts may trigger the federal gift tax. Tradition's Chip Wieczorek, CFP reviews the gift tax law on NJ.com.

  • Read more

Economic and Market Commentary - January 2019

Submitted by Tradition Advisers on January 17th, 2019

Investors got a big lump of coal in their stockings this Christmas. For equity investors, the decline in prices that started the first week of October reached a crescendo on December 24th, when the Dow Jones Industrial Average suffered the worst Christmas Eve decline in its history, with the Average declining more than 1300 points (5.8%) and other equity measures following suit.

  • Read more

The Grinch Has a Change of Heart

Submitted by Tradition Advisers on January 16th, 2019

  • The market has rallied about 10% since December 26, 2018.

  • The Fed is looking like it may pause in February.

  • There has been some progress on China trade.

  • Earnings for 2018 were up about 25%.

  • Read more

Market Volatility Spiked in December 2018

Submitted by Tradition Advisers on January 8th, 2019

The stock markets had the worst December in 2018 since the Great Depression. Even so, the U.S. economy is showing its resiliency with unemployment at its lowest level in 49 years, wage growth reaching levels not seen since 2009, and consumer spending and industrial production remaining strong. Read our recap of the month of December's market and economic activity.

  • Read more

U.S. News & World Report quotes Benjamin Halliburton in "7 Great Dividend Choices for the New Year"

Submitted by Tradition Advisers on January 3rd, 2019

One method of getting income out of your portfolio is to invest in stocks that pay dividends. Benjamin C. Halliburton, Tradition's Chief Investment Officer, offered a couple of stock choices, Citigroup (C) and Qualcomm (QCOM), in the U.S. News & World Report article, "7 Great Dividend Choices for the New Year." 

  • Read more

U.S. News & World Report quotes Benjamin C. Halliburton in "3 Dividend Stocks to Buy in January"

Submitted by Tradition Advisers on January 2nd, 2019

U.S. News & World Report recently quoted Tradition's Chief Investment Officer, Benjamin C. Halliburton in the article, "3 Dividend Stocks to Buy in January." Below is an excerpt from the article:

  • Read more

Recent Blog Posts

  • Tradition's Benjamin C. Halliburton Publishes "Wiser Investing"
  • U.S. News & World Report quotes Michael Ciccone in "5 Best Cash Equivalents Amid Rate Hikes"
  • 2019 Markets Off to a Good Start

Archived Blog

  • February 2019 (4)
  • January 2019 (7)
  • December 2018 (5)
  • November 2018 (3)
  • October 2018 (8)
  • September 2018 (6)
  • August 2018 (8)
  • July 2018 (9)
  • June 2018 (9)
  • May 2018 (7)
  • April 2018 (8)
  • March 2018 (5)
  •  
  • 1 of 3
  • ››

Categories

  • Annuities (1)
  • Bonds (4)
  • College (2)
  • economics (9)
  • Education (3)
  • Election (1)
  • Estate Planning (1)
  • Family (1)
  • finance (8)
  • Insurance (1)
  • Investing (5)
  • investing, diversification, stocks, bonds (1)
  • investing, stock, economics (1)
  • Investments (8)
  • Privacy (3)
  • RIA (2)
  • RIA, retirement, investing, fiduciary (1)
  • Saving (5)
  • saving, investing, family (1)
  • stocks (1)

Contact  Us

Please contact us to learn more.
We would appreciate the opportunity to work for you and earn the privilege of becoming your trusted adviser.

Frani Feit, CFP®
email: ffeit@traditionadvisers.com

Chip Wieczorek, CFP®
email: cwieczorek@traditionadvisers.com

129 Summit Avenue, Summit, NJ 07901

Phone: 908-598-0909
Fax: 908-847-0288

 

Get Directions

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information

Tradition Advisers is the private wealth management group of Tradition Capital Management LLC (Tradition). Tradition is an SEC (Securities and Exchange Commission) Registered Investment Adviser under the Federal Investment Advisers Act and provides portfolio management and related services for a fee. Nothing in this website should be considered a solicitation to buy or an offer to sell shares of any security or service in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investing in stocks and other risk assets could result in losses and positive returns are not guaranteed. Diversification only reduces risk of capital loss but does not eliminate these risks. Expected returns, expected risk, and long-term targeted returns are not forecasted returns or risks but are only statistical definitions for modeling purposes. Actual results could vary materially from these returns and could result in losses. Financial assets are also exposed to potential inflation and liquidity risks. Past performance is not indicative of future results, and all investments could lose value in the future. At a given time, any risk asset class or asset may lose value and result in substantial losses. Tradition does not make any assertions, estimates or guarantees about future results. Copies of the ADV and Privacy policy are available upon request or through these links.

Form ADV    |    Privacy Policy

© 2019 Tradition Advisers. All rights reserved.

Website Design For Financial Services Professionals