Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow colonists, “A recession is coming! A recession is coming!” Well, that’s not quite the story, but given the seemingly non-ending talk about a recession, you might think that economists are channeling […]
I suspect that taxes are not high on anyone’s list right at the moment. I know it’s a busy time. Christmas shopping, holiday parties, tree trimming, family visits, and year-end cheer may already be on the calendar. Yet it’s not too soon to start thinking about taxes. And some of the suggestions that follow are […]
This is our review of the markets for third quarter and year-to-date 2017. Long term readers know that we do not believe in making forecasts, instead commenting on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how that experience should set […]
This is our review of the markets for fourth quarter and year of 2016. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how that experience should set […]
I find that once again, rather than writing on the idea of financial plenty, thankfulness for that abundance and charitable giving, events in Washington, D.C. dictate that I discuss other topics. Last year, it was the impact of a Congressional budget deal on Social Security claiming strategies. This year, it is of course, the election […]
This is our second quarterly review of the markets for 2016. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how that experience should set our expectations going […]
This is our fourth quarterly review of the markets for 2015. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how that experience should set our expectations going […]
This is our third quarterly review of the markets for 2015. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how that experience should set our expectations going […]
Because the markets have been rocky recently, I write to put these events in context. Market drops usually create an emotional response, when what we really need to do is to step back, take a deep breath, and behave rationally. If you have done planning with me, that also helps, as it creates a guidepost […]
This is our second quarterly review of the markets for 2015. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how that experience should set our expectations going […]