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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