Clients and friends of our firm: The Virus is the Market After the fastest decline since the Great Depression, anyone desiring to forecast the market’s next move must first grapple with an understanding of the trajectory of the virus. At […]
Covid-19: Hunker Down
Clients and friends of our firm: Hunker Down In a crisis, Mondays are the worst. The weekend allows time for investors to sit in a stew of their worst fears. As a result the pent up desire to sell bursts […]
Covid-19: Panic Becomes Our Ally
Clients and friends of our firm: The Wolf is at the Door Our February 27th note carried a warning that it was not a question of if but when Covid-19 would spread in the United States. That time is now immediately […]
Covid-19: The Market Wakes up to The Risk
Clients and friends of our firm: Stocks Take the Stairs Up, and the Elevator Down As an old market adage says, “Stocks take the stairs up, and the elevator down.” Starting in late 2019, we mainly sold into strength during […]
Outbreak
Clients and friends of our firm: We’re closely watching the spread and impact of the Coronavirus. Over the weekend, the death toll from the virus climbed to 81 from just 25 on Friday morning. The number of confirmed cases in […]
Market Sentiment Gives Way to Gloom & Despair. Fundamentals Remain Solid
Warning: Christmas cheer is sparse in this update. But we want to give it to you straight. Ultimately, we believe an honest assessment of the situation coupled with prudent financial management leads to peace of mind and solid financial decisions. […]
New Tax Law Will Cause the Generous to Get Creative
The Tax Cuts and Jobs Act of 2017 (TCJA) has made many significant changes to how an individual’s tax return will look for 2018. Of these, the substantial increase in the standard deduction has put charitable organizations and their donors […]
Hurricane Preparations
Clients and Friends of our Firm: It’s Hurricane Season again. Our thoughts are with those in Texas still dealing with the aftermath of Hurricane Harvey. As we mark the anniversary of the hurricane that stuck the home of many of […]
Election Impact. Initial Thoughts.
Good morning. The world wakes up to the reality that Donald Trump will be the Next U.S. President. Improbable and to most, shocking. Overnight, futures were down the better part of 1,000 points at worst. The markets do no not […]
Enjoy The Calm… While It Lasts
Clients and friends of our firm, As the remaining Dog Days of Summer simmer by, market volume has slumped and the market is… dare I say it?… stable. Other than the short-lived Brexit-induced volatility spike in June, the lack of […]
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