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A lot of volatility in the stock market this month, but in the end it didn’t go anywhere. The Dow ended the month a few points up compared to the beginning of the month. The quarter, however, was fantastic. The … Continue reading
Category Archives: Tax
What a nice month! The profits in January almost made up the entire loss from December. The panic in December was intense. We received several phone calls but almost all of you held tight to the plan. We actually re-balanced … Continue reading
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
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
The market continued upward this month and all of you have significant gains for the quarter and year. Well the tax bill passed and I have a few observations. Virtually every tax payer ends up with lower taxes. I have … Continue reading
The market continued upward this month and almost all of you have significant gains. I have two main points to discuss. The Dow is not the market and don’t sweat the tax bill. Over the last two months the Dow … Continue reading
The market was up both this month and this quarter. Everyones’ portfolios have done well. Today I wish to write about the new tax proposal President Trump is suggesting. I am not discussing whether it is a good idea or … Continue reading
I would just like to remind everyone to immediately bring in their tax documents (w2s, interest income, etc.) to their CPA or accountant so they can get their tax return filed. If you fail to file a tax return, you … Continue reading
The market was essentially sidewise or slightly up this month. Everybody was up a bit. My topic today is taxes and more particularly how they relate to investments. The goal, obviously, of investing is to increase your income, make your … Continue reading
Introduction Everyone’s’ portfolio gains were extraordinarily fat this month and quarter. For the quarter, the Dow was up 7.94%. Small cap was up even more at 8.43%. With only a few exceptions, every one of you has a blend of … Continue reading