Current Commentary

Current Commentary2018-07-02T10:43:19-07:00

Quarter End Market Review March 31, 2017

Quarter End Market Review March 31, 2017 "March comes in like a lion," says the Old Farmers Almanac. As for the rest of the adage, something about exiting like a lamb, this year was an exception. Despite unprecedented drama coming out of Washington and with the new administration bungling its signature promise of repealing and replacing the Affordable Care Act [...]

By |April 1st, 2017|Financial Commentary - Public|

How the House Republican’s replacement of the ACA compares

Now that Republicans have published their proposed changes to the Affordable Care Act (AKA "Obamacare"), we would like to share a summary of the changes in a format that seems pretty understandable. The cost of medical care is a key expense for most households and complete financial planning helps to integrate this expense in the projections and help you make [...]

By |March 8th, 2017|Financial Commentary - Public|

Tax Alert – November 2016

The first big tax decrease in 16 years may be in the offing- how can you benefit? With the election of Donald Trump and with a Republican controlled Congress, American taxpayers can look forward to reduced income taxes, perhaps as early as next year. For most folks, your tax planning strategy should be income deferral, to lower your tax bill [...]

By |November 29th, 2016|Financial Commentary - Public|

The Election and its Meaning for Investors

For investors, perhaps the tepid reaction of equity markets to the election of Donald Trump was of equal or greater surprise than the upset election itself. I had to talk just one client off an emotional ledge late election night, and as of today, his impulse to “Sell everything” (from which he backed away) proves the value of having a [...]

By |November 9th, 2016|Financial Commentary - Public|

TFA – Third Quarter, 2016 Review

Third Quarter, 2016 Review “To me, the smart money is patient money.” The above quotation is from my quarter end report of a year ago, a year that was not particularly happy for our clients nor for stock investors in general. 2016 is a better year, proving the wisdom of investor patience. This year began with a mini bear market [...]

By |October 13th, 2016|Financial Commentary - Public|

 

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