Apr 2024
The financial markets continued to make strong gains in Q1 and the financial news remains upbeat most likely due to the continued strong performance. The strong US equity returns were driven by the so-called “Magnificent 7”. But we also know that though these are great profit making businesses, they also represent only a handful out […]
read more...Mar 2024
It’s March and by now most of you are in the midst of the tax filing season. Gathering the data and collating them for filing is tedious enough, but there is also the attending fear of making a mistake that triggers an IRS audit. We have summarized a few easy to address items that may […]
read more...Feb 2024
Whether you lose money in an investment or whether someone steals it from you – You lost money! Freezing your Credit reports is something you control to help to protect you from Identify theft. Cybersecurity is an important topic because cybercrime can be very harmful financially. At a very fundamental level there are three typical […]
read more...Jan 2024
After the strong financial markets of 2023, the Media will likely talk about how well many of the rich did last year. We believe most serious investors did quite well but more importantly, how so many investors can adopt their approach as well… if they desire to. The financial markets made strong gains in 2023 […]
read more...Oct 2023
The financial markets lost ground in Q3. Three of the five asset classes* we follow were lower in Q3; only commodities and Cash equivalents were up. But, YTD Equities in the US (SP500) and Internationally (MSCI World Index) were up double digits. We anticipate that well-diversified portfolios will likely be up for 2023, though of […]
read more...Sep 2023
If you are in your late 50’s or early 60’s – we think it’s important to take Health Care costs into account as you transition into retirement. Many believe that Medicare covers all healthcare expenses. It does not. According to Fidelity, the well-known investment company, a single person age 65 in 2023 may need about […]
read more...Aug 2023
Recessions and Stock Market Recoveries: Aug 2023 is unfolding uneventfully for the financial markets, but since the markets always need something to worry about, Aug’s worry is the Recession (currently imaginary). Here are some thoughts for serious investors to ponder about Recessions and about Stock Market recoveries: 3 facts about market recoveries Fact #1: Recoveries […]
read more...Aug 2023
Dushyant Pandit, Managing Director of DorchesterAdvisors, spoke with New York area Penn Entrepreneurs about the investment questions on their mind. He discussed: his investment philosophy and journey, how to separate current fads from true investment opportunities, ways to reduce making missteps in investing, and why the current investment news and long-term investing may be at […]
read more...Jul 2023
2023 Q2 Market Review The financial markets continued to gain in Q2. Four of the five asset classes* we follow were higher in Q2; only commodities were down. In Q2 the US markets were the better performers mainly due to a handful of larger tech stocks. A well-diversified portfolio is an effective all-weather strategy for […]
read more...Jun 2023
Estate Planning: Creating a legally binding plan to distribute your assets after your death provides you with the peace of mind that your wishes will be carried out as you desire. But, to accomplish this, it is crucial that your estate plan meets both Federal and your state’s legal requirements to ensure your final wishes […]
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