by Lori Eason | Mar 20, 2020 | Quarterly Commentary
Many of you have heard us talk about the fact that the stock market regularly goes through periods where it loses half its value. This happens roughly every ten years. The last episode was around 2009-2010 during the financial crisis. Ten years later we have our...
by Lori Eason | Mar 15, 2020 | Tax Planning
As many of you are aware, new cost basis reporting rules were phased in over the past few years. In an attempt to find missing tax revenue, new rules require brokerage firms to include cost basis information on 1099-B’s on certain securities. These rules drastically...
by Lori Eason | Dec 22, 2019 | Quarterly Commentary
2019 turned out to be one of those gangbuster years for the stock market that investors only see a couple of times in a decade. Or so it seemed. In reality, the rally was a continuation of the 2018 market expansion. Large cap stocks had the best performance with the...
by Lori Eason | Nov 19, 2019 | Financial Planning
When it comes to retirement planning, almost everyone knows that turning 65 is an important milestone. At 50, you are awarded the opportunity to join AARP and for the next decade, various senior discounts kick in. But for many, the milestone with the greatest...
by Lori Eason | Sep 19, 2019 | Quarterly Commentary
For those of us that pay close attention to the central bank’s policies and the expert’s interpretation of those policies, you’d think that a global recession is certain and just around the corner. Most notably, there’s been a lot of focus on the relationship between...
