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Daniel Dollinger CPA, CFP®

Certified Public Accountant and Certified Financial Planner Professional

Daniel Dollinger CPA, CFP®
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Home→Blog→Published 2018 1 2 >>

Yearly Archives: 2018

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Investment Newsletter for November, 2018

Posted on December 3, 2018 by Daniel DollingerDecember 3, 2018
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The common wisdom (an oxymoron) is that we had another ugly month. Major downswings, panicked phone calls to your favorite investment advisor. The reality, however, is that the market was up for the month. You all made money. I have … Continue reading →

Posted in Newsletter, Portfolio Management | Tagged newsletter, Portfolio Management | Leave a reply

Investment Newsletter for the end of October, 2018

Posted on November 2, 2018 by Daniel DollingerNovember 2, 2018
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This month’s stock market was extremely ugly. The fear turned into a stampede. There were no news events. The US economy was a roaring success. Trade and tariff battles went quiet. But heck, let’s not let facts get in the … Continue reading →

Posted in Financial Planning, Newsletter | Tagged financial planning, newsletter | Leave a reply

Investment Newsletter for the end of September, 2018

Posted on October 1, 2018 by Daniel DollingerOctober 1, 2018
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This month almost all of you are down a little. This quarter, you are all up a little. Both small amounts. It occurred to me that I have not explained my beliefs correctly on stocks versus mutual funds. The misconception … Continue reading →

Posted in Newsletter, Stock Market | Tagged Stock | Leave a reply

Investment Newsletter for the end of August, 2018

Posted on September 1, 2018 by Daniel DollingerSeptember 1, 2018
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Despite the drama this month, despite who said what stupid thing, despite the international crisis because of the trade and tariff battles, all of you had a great month. The Dow is just below its all-time high. The S&P and … Continue reading →

Posted in Newsletter, Stock Market, Tax | Tagged newsletter, Stock, tax | Leave a reply

Investment Newsletter for the End of July, 2018

Posted on August 5, 2018 by Daniel DollingerAugust 5, 2018
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All of you had a great month. Portfolios have recovered all past upsets and are at the highest point for the year. In fact, highest point ever. Obviously, this rally will not last forever. At some point there will be … Continue reading →

Posted in Newsletter, Stock Market, Tax | Tagged newsletter, Stock, tax | Leave a reply

Investment Newsletter for the End of June, 2018

Posted on July 2, 2018 by Daniel DollingerJuly 2, 2018
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The market this month was essentially flat. For the quarter, it was way better than flat. Almost all of you show nice profits. The exceptions concern some clients who just started and some clients with concentrated stock positions that went … Continue reading →

Posted in Bubbles, Newsletter, Stock Market | Tagged bubbles, newsletter, Stock | Leave a reply

Investment Newsletter for the End of May, 2018

Posted on June 6, 2018 by Daniel DollingerJune 6, 2018
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When I was thinking about what to write this month, I was certain the market was down. I have been hearing trade tariff this and that, the market has been swinging up and down, and clients have been calling about … Continue reading →

Posted in Newsletter, Stock Market | Tagged newsletter, Stock | Leave a reply

Investment Newsletter for the end of April, 2018

Posted on May 10, 2018 by Daniel DollingerMay 10, 2018
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The market was decent this month and your portfolios have been recovering well from the first quarter’s mini slump. The Dow has recovered less well than you have. You are not invested in the Dow. Today I want to discuss … Continue reading →

Posted in Newsletter, Portfolio Management, Stock Market | Tagged newsletter, Portfolio Management, Stock | Leave a reply

Newsletter for the End of March, 2018

Posted on April 3, 2018 by Daniel DollingerMay 10, 2018
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Everyone’s portfolio is down for the quarter and flat or a little up for the month. “Say what! The market was lousy this month. How could I be flat?” So, what is going on? The Dow went down this month … Continue reading →

Posted in Newsletter, Stock Market | Tagged newsletter, Stock | Leave a reply

Investment Newsletter for the End of February, 2018

Posted on March 5, 2018 by Daniel DollingerMarch 5, 2018
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We had an exciting month. Big declines followed by big increases with another decline on the last day. Everyone lost about the same amount in February that they gained in January, more or less. I personally do not like exciting. … Continue reading →

Posted in Economy, Newsletter | Tagged Economy, newsletter | Leave a reply

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