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


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 –


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)


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)  


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)


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)


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)


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. 


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)


Feb 2022

  • February 16, 2022

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