Taxes & Rules
Important Roth IRA Conversion Information
Congress made several changes to IRA rules in 2020 and is considering more in the near future. Legislators are looking…
Our Thinking
These are the letters we send to clients. They were written on a particular day about the market as it stood that day, so the date matters as much as the words — we publish them here unedited, as a record of how we were thinking at the time.
Showing 12 of 139 posts · page 6 of 12
2021
Market Commentary
The Season for Earnings
The clocks turned back over the weekend, which signals we are in the middle of a beautiful fall season and…
Market Commentary
Happy Fall
Happy Fall, y’all! October begins my favorite time of the year for many reasons which include the weather and market…
Market Commentary
Weathering the COVID Storm
You may remember that, over the past few years, I have talked about the resilience of corporate America. Companies that…
Market Commentary
To Everything There is a Season
A recent conversation about a dire prediction by a talking head made me think about the seasonality of the markets.…
Market Commentary
Corporate Earnings Will Lead Us
I hope you are well, enjoying the summer, and starting to get out and about. The grip of the pandemic…
Market Commentary
A Brief Update
Over the past two weeks, volatility has picked up and despite GREAT earnings reports from many S&P 500 companies, the…
Market Commentary
The Markets & Main Street
The pandemic gripping the globe since early last year is beginning to abate. Over the coming years, there will be…
Market Commentary
Making Comparisons Meaningful
I hope you are all well and enjoying a beautiful spring. We continue to see mixed messages with respect to…
Market Commentary
Asset Class Rotation and Momentum Investing
Well, after a stellar year of returns for our clients in 2020, this first quarter has been tough on our…
Market Snapshot
Market Conditions
This image provides the overall, equity market conditions based on \\\\\\\\\\\\\ for March 26, 2021.
Taxes & Rules
Update from White Oak
The IRS has announced that the federal income tax filing due date for individuals for the 2020 tax year will…
Questions About Our Process?
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