Market Volatility and Program Trading

Yesterday’s market action demonstrates the reason why the market is so volatile.  We see a clear cause and effect between market volatility and program trading. Technical traders move markets. Technical traders manage billions of dollars in investments with complex computer models and algorithms.  For these investors, one important indicator of … 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 of business meals and entertainment. To summarize, the old rules generally … Read more »

January 2018 Market Commentary and Outlook

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 are high and rising.  For last year’s fourth quarter, U.S. … 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 to create much higher standard deductions for the future.  The … Read more »

With Markets Reaching New Heights, What Should You Do?

We are receiving  regular questions about the duration of the market run up and if markets are overvalued.  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 to achieve your long term … Read more »

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

For 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 situation can create two concerns, the first is their desire … Read more »

Should You Consider Disability Insurance?

Many families could not continue their lifestyle if one of their sources of income was suddenly taken away. In the event of a disability, you would not only lose income and interrupt savings plans for retirement, but you would need to support the disabled family member for an unknown period of … Read more »