For those clients receiving regular IRA distributions, this is your reminder that you will receive an offering letter to change your withholding amounts sent to the IRS each time you take a withdrawal. Do not be alarmed, this is a…
Over the last year interest rates have been extremely low. Since 1980, (a recent generation of investors lives) we have been in a steady march downward in interest rates. It is highly possible that the stimulus being added to our…
A North Korean Nuclear test over the weekend led us to believe we saw an event that the market would take cover and hide. If not the Korean Nuclear test, then maybe the ugly numbers from the Case-Shiller Index would cause a…
Memorial Day being honored on Monday will make for a low volume end to this week and a short week next week as summer officially begins. Just because we have a Holiday nearing, (fixed income closes early Friday and all…
In Mid May of each year we begin receiving tax form 5498 and this often times causes confusion. Do not let it, it is a simple form with the purpose of settling up IRA/401k/retirement transfer amounts and establishing an end…
Imagine you are running a marathon and your normal running time is 10 minute miles. For the past several miles you have been running at a 5 minute mile pace. You would need a rest. Similarly, the Capital Market’s have been running…
Russell Napier, former Attorney, researcher, and author of “Anatomy of a Bear” earned our “Ugly” label, not because of his looks, but rather due to his market call. Mr. Napier began his presentation with don’t worry the market will…
Nouriel Roubini, a well know economist, National Bureau of Economic Research staff member, London based Center for Economic Policy Research staff member, former IMF economist, and current professor at NYU earned our stamp of “The Bad” due to his extremely bearish posture. Interestingly…
In a play on one of the old western movies, “The Good, The Bad and The Ugly” over the next few posts we will highlight the three most impactful presentations from our conference before digging deeper into other information that we…
Over the last six days I have been in Orlando Florida joining the CFA Institute’s Annual Conference. Being short on posts lately, we wanted to give you a heads up that due to a six day conference in Orlando as mentioned…
