Nov 2022
You can’t control what the markets will do – but you may be able to take advantage of tax savings opportunities. Here are some ideas to explore: YE Investment & Tax ideas
read more...Oct 2022
Financial markets remain in a tough terrain. For example, the US Equities continue their Bearish streak. But there are signs that many of the problems – like supply chains – seem to be getting sorted out. Our belief is that the hard times may linger, but not permanently. Our thoughts: Deep in the Valley –
read more...Sep 2022
For investors, Risk is a four-letter word; but knowing its nuances may help them gain sharper perspectives into their investments and financial plans. More: Eskimos, Snow and Risk 2022 09(pdf)
read more...Aug 2022
Wall Street and Main Street – They are not the same. The Economy and the Stock market may walk hand in hand, but they are not joined at the Hip: Wall Street and Main Street – not the same street (pdf)
read more...Jul 2022
Bear markets, like the one we are in now, are uncomfortable but they generally pave the way for a brighter future for the financial markets. Our thoughts: 2022’s Bear Market – 2022 Q2 Market Review. (pdf)
read more...Jun 2022
We believe that streamlined investment portfolios are more effective. But the trick lies in heeding Einstein’s thoughts: “Make everything as simple as possible, but no simpler”. Informed simplicity is sophistication at its best. Streamline your portfolios (pdf)
read more...May 2022
Ideas to De-clutter your financial life. Pruning files (Digital and Paper) especially after the Tax season paper chase is both therapeutic and may also lead to better financial decisions. De-Clutter your financial files. (pdf)
read more...Apr 2022
In a Sherlock Holmes mystery the famous detective observed that he found it curious that the guard dog did not bark in the night when a prized race horse was stolen. We feel the same way when we compare the anxiety of investors in Q1 of 2022 to the lack of their anxiety in 2021.
read more...Mar 2022
Conventional wisdom is good, but not always or for everyone. We think there is a small group of investors who should evaluate if making IRA contributions is still correct for them. Make IRA contributions – But not everyone. (pdf)
read more...Feb 2022
What the Tax season and good investing habits may have in common. The tax man is coming. (pdf)
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