Q2 2021 Market Commentary
Q2 Market Commentary – July 8, 2021 U.S. home prices have gone through the roof (pun intended). Every week we are hearing of more clients who have either sold their houses within days for prices they hadn’t dared to imagine... Read More →
Q4 2020 Market Commentary
Q4 Market Commentary – January 9, 2021 If a fortune teller had predicted on New Year’s Day 2020 that in the coming year we would have the worst global pandemic since the Spanish flu of 1918, that the economy would... Read More →
A Unique Bond Idea Nobody’s Talking About
A Unique Bond Idea Nobody’s Talking AboutDecember 9, 2020 In speaking with a client recently about how low interest rates have gotten, he wistfully said that while he had scoffed at CDs returning two or three percent years ago, he... Read More →
ESG (Socially Responsible) Investing Goes Mainstream
ESG (Socially Responsible) Investing Goes MainstreamNovember 20, 2020 We may well look back at 2020 as the year Environmental, Social, and Governance investing (“ESG” investing) became mainstream. The year started off with large investment firms like Blackrock and State Street... Read More →
Estate Tax Strategies in the Shadow of the Election
Estate Tax Strategies – Looking at the Impact of the Election on Estate Tax LawOct 30, 2020 After the Tax and Jobs Act of 2017 was passed, the federal estate tax exclusion was raised to over $11 million per person... Read More →
Parsing the Policies
Parsing the Policies – What if One Party Sweeps the Election?Oct 15, 2020 During the first two years of President Trump’s current term, he enjoyed Republican control of both the House and the Senate (during which time he passed the... Read More →
Q3 2020 Market Commentary
Q3 2020 Market Commentary – Oct 12, 2020 In many ways, this recession and the recovery to date has been the most uneven one ever recorded. Housing data, corporate profits, unemployment figures, and stock market returns mask the fact that... Read More →
Q2 2020 Market Commentary
Q2 2020 Market Commentary – July 8, 2020 Early on in this health crisis there was an influential paper called “The Hammer and the Dance” by Tomas Pueyo in which he called the initial period of lockdown to flatten the... Read More →
Legislative Updates to Charitable Giving
Legislative Updates to Charitable Giving May 29, 2020 This post is a continuation of our series on recent legislative changes, with an update on charitable giving. There were important changes made to the tax rules on charitable gifts both in... Read More →
Recent Changes to RMDs
Recent Changes to RMDs May 20, 2020 This post is intended to summarize some recent legislative changes that that will impact anyone taking Required Minimum Distributions (RMDs) from their IRA or 401k: RMDs from IRAs have been suspended for 2020.... Read More →