Author: kwsm

Last year, stocks were buffeted by the Federal Reserve Board’s aggressive rate hikes (the fastest since the 1980s stagflation era) and the reverse of the QE policies which, for a … Read More

The Internal Revenue Service has (finally!) released the tax brackets for 2024, which are annually indexed for inflation. The top bracket is always the strangest; you would think that the … Read More

If you’re even a casual social media browser, you’ve probably seen pitches talking about ‘year-end tax planning,’ or ‘things to do before the end of the year for your finances.’ … Read More

Monthly Market Commentary Asset class returns declined broadly for the third consecutive month in October. Treasury yields continued to climb and put pressure on both equity and fixed income assets … Read More

The Bumpy Part of the Roller Coaster We never recommend that you watch the market movements on a daily basis, because it’s one of the few certain recipes for heartburn. … Read More

If you donate money to somebody in need, you can write off that gift on your tax returns, right? Would that the charitable contribution laws were that simple. The actual … Read More

If ever there was a time when we would expect the collective market sentiment to suddenly decide that stocks are overvalued and cause a bearish plunge in stock prices, it … Read More