Two Sides of the Same Coin: Inflation and Recession

June 13, 2022 11:46 am

Humor me while I repeat myself. There are some points worth making more than once. Especially when it comes to inflation, recession, and the stock market. In my May 2, 2022 Blog, What’s Up with Current Market Volatility, I referenced the following: The Federal Reserve oversees the control of inflation. The key tools the Fed […]

What’s Up With Current Market Volatility?

May 2, 2022 10:38 am

We are amid one of those nasty pullbacks, and this time there is no place for an investor to hide. April ended with the S&P 500 and the All World Country Index Ex US down 13% year to date, while the US aggregate bond index has fallen 9%. Commodities have been a bright spot, but […]

Rate Hikes and Mid-Terms on the Horizon, what do they mean for stock returns?

January 21, 2022 3:33 pm

For the vast majority of 2022 we believe the markets will be waiting and responding to everything the Fed does and everything the Fed says. The working assumption has been that we will see 3-4 rate hikes in 2022. To a certain extent that is already priced into the stock and bond market. As a […]

2022 Market Outlook

January 3, 2022 9:46 am

Looking for the return to normalcy in 2022? Expectations could be the key. 2021: the Economy, Americans, and the Markets During 2021 the economy continued its steep, rapid recovery from the deep, pandemic recession to an economy with close to 5% GDP growth and near full employment. Corporate profits soared, innovation and entrepreneurship accelerated, and […]

Why Evergrande is Worrying the Market

September 22, 2021 10:13 am

Monday’s market meltdown was blamed on Evergrande, a real estate development company in China. Real estate growth in China has long been a hot button issue for investors. It’s been EIGHT YEARS since we saw 60 minutes do a piece on the empty Chinese cities (apologies for the Australian version, we can’t seem to find […]

Restricted Stock Plans & The Impact of Your Choices

June 30, 2021 9:48 am

Stock benefit plans come in a variety of flavors, each requiring thoughtful decision making along the way to maximize the benefits these types of plans can offer. In this blog we explore the challenges these types of plans can present to clients and some important considerations you should be aware of. Challenges of these types […]

Inflation is Coming, Learn Why!

March 29, 2021 10:25 am

I’m writing this blog on the first day of Spring, thinking about how different our lives are now from a year ago. I’m painfully aware that many Americans are still struggling due to COVID and our thoughts and prayers go to those folks. At the same time there is some reason to be optimistic as […]

American Rescue Plan Stimulus Checks: What Those on the Cusp of Eligibility Need to Know

March 15, 2021 9:29 am

The American Rescue Plan Act of 2021 is massive and complicated – impacting individuals, businesses, educators, state and local governments, while addressing the pandemic itself. The one aspect that would appear to be straight forward is the provision for stimulus checks, which are currently being sent out to most Americans. But that is not entirely […]

How the CARES Act Suspension of RMDs will Affect Your Taxes

February 11, 2021 9:49 am

Many folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES Act. Some people stopped their distribution ahead of time, while others received their distribution and then decided to roll the money back in if they did not need it. With tax season […]

2021 Market Outlook

January 4, 2021 11:17 am

When my clients ask me for my 2021 Market Outlook, I gently laugh and say, “Well, let’s hope it is more accurate than last year’s.” On January 6, 2020 I noted that the upcoming year would likely be a “decent one” for the US economy. At the time, that statement seemed like a pretty safe […]