Is the Next Major Stock Market Decline Looming?
Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market. One day…
Losing Money AND Paying Taxes? There may be a better way
CPA’s listen up! As you begin preparing tax returns, some of your clients may have lost money last year but…
This isn’t your dad’s stock market any more
Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in…
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Financial Calculators
Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are…
10th Market Update
The herd is jumping off the cliff A large part of my job as a portfolio manager is to appraise…
Do I have enough to retire?
“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a…
7th Market Update
Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s…
6th Market Update 6-26
June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President…