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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
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The market continues to go up. This month’s results were great. Obviously, the market will at some point turn back down. No telling when that will be. I am watching. My topic today is sudden money. Sudden money is inheritances, … 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
The market was flat/very slightly down this month. Nothing exciting. Today, I want to discuss what happens to your money after you are gone. How does it transfer to your heirs? First, let’s separate your accounts between tax deferred and … Continue reading
The market continued to be nice to you this month. I am likely going to rebalance again within the next few days or so. Selling various stock categories and buying more short-term bonds (in mutual fund format). The market has … Continue reading
The market was kind this month and you all have decent results for the quarter as well. Last month I discussed bubbles in real estate under the theory that the crowd is an idiot. Well, irrational greed (or fear) is … Continue reading
The market was flat this month. A few things very slightly up, a few things very slightly down, and a lot of boring. I have told everybody many times that I think the crowd is usually wrong. They rush in … Continue reading
The market has continued to climb. The Dow is up about 277 points, roughly 1.3%. That is not a huge increase, but it has been steady. Sometimes it is good to be the tortoise and not the hare. Obviously, the … Continue reading
The market was slightly down this month and somewhat up for the quarter. Nothing exciting either way. My wife suggested that I discuss social security. I then realized that I have ignored this topic in my newsletters. I answer a … 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