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Daniel Dollinger CPA, CFP®

Certified Public Accountant and Certified Financial Planner Professional

Daniel Dollinger CPA, CFP®
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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

Investment Newsletter for the end of January, 2018

Posted on February 5, 2018 by Daniel DollingerFebruary 5, 2018
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The market continued upward this month and all of you have very nice gains. Of course, the reality is we do not know why. Market fluctuations can be blamed on a lot of things and sometimes the explanation is more … Continue reading →

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

Investment Newsletter for the end of December, 2017

Posted on January 3, 2018 by Daniel DollingerFebruary 5, 2018
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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 →

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

Newsletter for the End of November, 2017

Posted on December 4, 2017 by Daniel DollingerDecember 4, 2017
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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 →

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

Investment Newsletter for the end of October, 2017

Posted on November 7, 2017 by Daniel DollingerNovember 13, 2017
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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 →

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

Investment Newsletter for the end of September, 2017

Posted on October 2, 2017 by Daniel DollingerOctober 9, 2017
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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 →

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

Investment Newsletter for the end of August, 2017

Posted on September 5, 2017 by Daniel DollingerSeptember 5, 2017
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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 →

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

Investment Newsletter for the end of July, 2017

Posted on August 2, 2017 by Daniel DollingerAugust 2, 2017
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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 →

Posted in Newsletter | Tagged newsletter | Leave a reply

Investment Newsletter for the end of June, 2017

Posted on July 4, 2017 by Daniel DollingerJuly 4, 2017
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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 →

Posted in Newsletter | Tagged newsletter | Leave a reply

Investment Newsletter for the end of May, 2017

Posted on June 6, 2017 by Daniel DollingerJune 6, 2017
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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 →

Posted in Newsletter, Real Estate | Tagged newsletter, real estate | Leave a reply

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