Taxes & Rules
IRS Deadline Changes
Yesterday, the Treasury Department & IRS extended the federal tax filing deadline for individuals to May 17, 2021. Here is…
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.
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2021
Market Snapshot
Market Conditions
This image provides the overall, equity market conditions based on point and figure indicators for March 11, 2021.
Market Commentary
Where Do We Stand Today?
Global markets experienced yet another exceptionally volatile week as bond rates continued to move higher, although Friday's session proved to…
Market Commentary
So Now What?
Between the end of last year and mid-February, the market hit a series of all-time highs. Even with optimism over…
Market Snapshot
Market Conditions
This image provides the overall, equity market conditions based on point and figure indicators for February 5, 2021.
Market Commentary
Are Valuations Too Lofty?
Twenty-twenty (2020) was a year of head-scratching drama. The year started off great with low unemployment, an economy humming along,…
Market Commentary
Office Introductions & Analysis of Financial Markets in Unified Political Environment
We know that the current political climate has many investors wondering how the US equity markets will perform under unified…
2020
Market Commentary
Happy New Year!
Talk about a roller-coaster – 2020 was the king-daddy of them all! And while it’s not over just yet, I…
Market Commentary
Update from White Oak
We hope that you have had a very Merry Christmas and holiday season and are looking forward to a Happy…
Market Commentary
Bringing 2020 to a Close
As we head toward year-end, it is easy to chalk up 2020 to a crazy year where nothing made sense.…
Market Commentary
The Election & Back to Basics (Part 2)
Let me begin by commenting on the election and the market’s reaction thus far. While many likely expected market upheaval…
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