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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

Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what … Read More

Opportunities in a Downturn We obviously can’t predict a market down-turn in advance, but we can certainly prepare for one. With the markets in a bit of a doldrums the … Read More

In 1992 American political scientist Francis Fukuyama published The End of History and the Last Man. This highly regarded book declared that global politics had reached its final stage. Liberal … Read More

Not only will focusing on daily returns likely drive you crazy, but it’s nearly impossible to draw an inference as to how coming months, quarters, or years may play out … Read More

Hans Christian Andersen recorded a folktale about a poor farmer who takes his horse to market to sell or exchange for something that will be more practical for his farm. … Read More