Income Tax Election Form Mailing-Clients Receiving Regular IRA Distributions Only
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…
Watching Interest Rates Closely !
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…
Two Negatives and One Positive Equals a Market Rally?
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…
A Holiday Shortened Week to Start the Summer
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…
Tax Form 5498 Due in Mailboxes Any Day
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…
In Need of a Pullback
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…
Sell in May….
One of the most well known sayings on Wall-Street is “Sell in May and Go Away,” the main focus of this saying expresses the view…
“The Ugly” from the Orlando Florida CFA Institute Conference
Russell Napier, former Attorney, researcher, and author of “Anatomy of a Bear” earned our “Ugly” label, not because of his looks, but rather due…
“The Bad” Featuring Nouriel Roubini from Orlando Florida
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…
“The Good” from the CFA Institute Annual Conference in Orlando Florida
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…