Nov 2022

  • November 16, 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

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Oct 2022

  • October 26, 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 –

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Sep 2022

  • September 12, 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)

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Aug 2022

  • August 13, 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)  

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Jul 2022

  • July 13, 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)

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Jun 2022

  • June 14, 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)

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May 2022

  • May 11, 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)

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Apr 2022

  • April 13, 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. 

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Mar 2022

  • March 11, 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)

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Feb 2022

  • February 16, 2022

What the Tax season and good investing habits may have in common. The tax man is coming. (pdf)

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