Jan 2018
2017 – A year that started with cautious forecasts for US equity market performance ended with a healthy double digit returns on broad indices. Is this a Cinderella’s ball? Market Letter 2017 Q4 – Cinderella’s Ball (pdf)
read more...Nov 2017
Much of the work we do as investment advisors impacts clients’ taxes; especially the type of clients we deal with (People with substantial portfolios near or in retirement). Here are some things such investors can do to manage their investment related taxes more effectively. Things You Control Tax Moves
read more...Oct 2017
The strong investment performance in Q3, 2017 continues to raise one Question: “Is it time for a correction? Q3 2017 market letter- Are we there yet?
read more...Sep 2017
Warren Buffett’s Berkshire Hathaway sold its stake in GE by June 2017 according to recent regulatory filings. So, why is the famous buy-and-hold investor selling? Sometimes Sound-bites can Bite!
read more...July 2017
Q2 Market Review: Sanguine but not Complacent. Q2, 2017 was another strong quarter for investments, especially equities. But, despite this gratifying performance we are very mindful that we are in the second longest bull market for stocks and a correction may be more imminent – if only for psychological reasons. Q2 2017 Letter (pdf link)
read more...May 2017
Financial Literacy – It’s important: At a talk at the NY Penn Club on behalf of their Family Wealth Society, I was pleasantly surprised to get many questions from younger Alumni. Here is a sampling of what’s on their mind: Financial Literacy (click for pdf)
read more...APR 2017
Q1 Market Review: Informed inactivity is also a strategy. Equity markets have been strong recently, raising concerns if only for psychological reasons, that a correction is imminent. Yet playing hunches is not usually a winning strategy. Thus we remain vigilant but guided by fundamentals. Q1 2017 Market Letter (pdf link)
read more...MAR 2017
There are several things you control about your financial future even when markets are uncertain. IRA Contributions are one example. Make IRA Contributions (pdf link)
read more...JAN 2017
Year End Letter: Sweet (20)16, Sweaty 17? 2016 Annual Market Review – All 5 asset classes were up for 2016, the long bull market continued and realistic people should expect a correction – but no one knows when, by how much, and for how long. 2016 YE Letter (pdf link)
read more...NOV 2016
Tax planning via your investment portfolio is another example of an important financial activity that is in your control. Year-end Tax-Moves to be aware of. (Pdf Link).
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