Insights & Thoughts
Why is There Missing Cost Basis on my 1099-B?
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...
Two Years, One Market
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...
Navigating the Medicare Maze
When it comes to retirement planning, almost everyone knows that turning 65 is an important milestone. At 50, you are awarded the opportunity to...
Reading the Fed’s True Intentions
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...
Mixed Messages
In normal times, which we haven’t seen in over a decade, the markets would look at unemployment solidly under 4%, GDP above 3% and inflation around...
Tennis Anyone?
One of the more comical images is the crowd at a tennis match; hundreds of people swinging their heads in perfect unison for hours. Synchronized...
The Christmas Bear, Part 2
In our last newsletter titled “The Christmas Bear”, we outlined the issues that we felt were driving the high levels of volatility in the stock...
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...
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...
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