Press2022-02-23T09:10:16-05:00

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November 2021

Inflation Watch 2021: 5 Ways to Protect Your Investment Portfolio from Rising Prices

“I’m always amazed how many people forget that ordinary stocks are an inflation hedge over the long-term. Spikes in inflation and interest rates can certainly harm stock returns in the short run, and many investors in the 70s remember this well. But stock shares represent a real and productive asset. If prices rise, so too should revenue.”

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September 2021

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April 2021

The Rise of Meme Stocks

“Fraudsters may be emboldened to make false claims on anonymous internet forums,” Rogovy said. “I never fully trust any information that doesn’t come with a face and a name.”
 
 

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March 2021

Should Stock Market Investors Worry About Inflation?

Asher Rogovy is the Chief Investment Officer at Magnifina, LLC, a New York-based investment advisor that takes a long-term view with their client’s portfolios. He explains rising inflation and equity price risk this way, “Inflation is when prices rise, and this includes asset prices. Over the long-term stock prices rise along with inflation, as do other investment assets. The key here is long-term, because inflation may cause short-term volatility in stock prices. Stock prices are sensitive to interest rates, which are affected by inflation expectations.” Rogovy further explains that this isn’t the 1970s economy, ”Anyone investing during the 1970s remembers the damage caused by the oil crisis. In this case, persistent inflation held stock prices down for a long time. However, today’s economy is structurally different. In the 1970s, many manufacturing stocks were hurt as the cost of energy rose which cut profit margins. Today’s service-based stocks are less sensitive to input prices.”

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February 2021

January 2021

How Investing Money Affects Your Taxes

Determining the tax rates that apply to those investments is a function of how long you have owned them. “For federal tax, the difference between short-term and long-term gains is whether the asset has been held for over one year continuously. The federal long-term capital gains tax is significantly lower than the short-term rate for most investors,” says Asher Rogovy, chief investment officer at Magnifina LLC, a New York-based investment advisory.

For example, long-term capital gains are taxed at no more than 15%, while short-term capital gains are taxed at the rate you pay on your tax return—which can be significantly higher than 15%, depending on how much you earn. “Because the long-term rate is lower, investors who have held a profit for 11 months may consider waiting another month before realizing the profit,” Rogovy says. 

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