Category Archives: News

Thinking About the Recent S&P Correction from a Historical Perspective

Mark Twain once said, “history doesn’t repeat itself, but it often rhymes.”  The same can be said about some of the stock market activity in recent years.  We believe there are striking similarities between last month’s market correction (a correction Read More

New Tax Rules for Meals and Entertainment

As time goes by, tax practitioners are coming to better understand some of the significant changes brought about by the new tax act, which became law in late December.   Among these changes are a significant reduction of the tax deductibility … Read More

The Return of Market Volatility!

roller coasterFollowing an extended period of low market volatility and remarkable returns, we have received an unwelcome reminder that markets don’t just go up, they can also go down. Worse, sometimes the declines can be swift and painful as they have … Read More

Modern Portfolio Theory Remains Relevant Many Years After Its Introduction

Pie chart and inv booksFor most of our clients, the diversification of investments suggested by modern portfolio theory is an essential element in achieving the long term returns necessary to achieve their financial goals.  Simply put, you don’t want to have too many eggs … Read More

Five Ways To Recognize Good Financial Advice

Advisor going over papers with coupleIn a recent Washington Post story, columnist Liz Weston describes, “What good financial advice looks like.”  Her article begins, “Good financial advice can help you achieve your life goals. Bad financial advice can cost you a fortune and … Read More

January 2018 Market Commentary and Outlook

The Charging Bull of Wall Street. New York City, USA.Worldwide equity markets have continued their march upward during the beginning of 2018.  Following is a look back at the last year and a look forward into the future and we think circumstances support a continuing move upward, although valuations … Read More

Prepay Your 2018 Property Taxes? (Better Hurry!)

One of the biggest stories of the new tax act is the $10,000 limitation to be imposed on the deductibility of state and local taxes, beginning next year. There has been a rush for advice on this, with CPAs phones … Read More

Tax Strategy for Charitable Donations Under the New Tax Act

While we are just beginning to wrap our thoughts around the Tax Cuts and Jobs Act, we are already learning some strategies for taxpayers to consider before the end of 2017.  One of the simplifications of the new act is … Read More

With Markets Reaching New Heights, What Should You Do?

We are receiving  regular questions about the duration of the market run up.  People ask, what should we do?  In almost every case, our advice is to stick with your plan.  If your investment portfolio is properly diversified and structured … Read More

Graduating from Wealth Building to Wealth Transfer (How to Pass it Along)

GiftingFor many of our clients, a lifetime of professional success combined with diligent saving and investing can lead to an interesting and desirable problem; they have much more money than they need in order to enjoy a comfortable retirement.

This … Read More

  • Archives
Join Our Email List