The Christmas Bear, Part 1

The Christmas Bear, Part 1

The past few months have been less than kind for stocks, but December has been outright awful. As with any newsworthy selloff, the pundits have been attributing this to a whole host of reasons. With all the volatility and bad news, it’s easy to get overwhelmed trying...
Hitting the Wall

Hitting the Wall

We’ve been saying for a while that one of the big headwinds facing the stock market was going to be higher interest rates. But despite strong economic growth, falling unemployment and the Federal Reserve tightening monetary policy, interest rates have been stubbornly...
This Means War (Maybe)

This Means War (Maybe)

As we noted in our last newsletter, the volatility that had returned to the stock market this year has been principally driven by the specter of higher interest rates and a trade war with what seems like the rest of the world. While interest rate concerns are still in...
This Means War (Maybe)

This Means War (Maybe)

As we noted in our last newsletter, the volatility that had returned to the stock market this year has been principally driven by the specter of higher interest rates and a trade war with what seems like the rest of the world. While interest rate concerns are still in...
Keeping Up With the Tax Code

Keeping Up With the Tax Code

With the new year upon us, I wanted to take the opportunity to explain the 2018 tax reform bill that represents the most significant tax changes in our country in more than 30 years. It’s important to note that the main reason for this tax bill is corporate tax...