Current Commentary

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

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|

Rational approaches to hydraulic fracturing

I have been an ardent believer in the opportunity unleashed by American ingenuity and risk taking in the oil patch. Hydraulic fracturing has brought forth a wealth of clean burning natural gas, reducing the need for coal in electricity production. HOWEVER, this process has the potential to cause environmental damage. Those who reject the use of fossil fuels have falsely [...]

By |October 11th, 2016|Financial Commentary - Public|

Wall Street’s new-fangled CDs

A Certified Financial Planner, pledged to act as a fiduciary would likely have protected the investors described in this article by never showing this product. We have never done so! Pass this on to a friend! From the Wall Street Journal, “Wall Street Re-Engineers the CD—and Returns Suffer” - ‘Structured’ certificates of deposit leave many investors with lower yields and [...]

By |September 7th, 2016|Financial Commentary - Public|

 

Go to Top