Blog

Friday, September 6, 2019

If you’re not in the commercial real estate business, you may not have heard of Qualified Opportunity Zones (or QOZs). Defined under the 2017 Tax Cuts and Jobs Act, according to the IRS, a QOZ is “an economically-distressed...

Wednesday, May 29, 2019

Today is May 29th and the college savings industry annually celebrates this day as “529 Day” (see what they did there? haha). While not recognized as an official National holiday, the day is used to raise awareness of the...

Monday, May 13, 2019

The markets have been mostly down over the past week. The S&P 500 is down a little over -4.5% and the tech heavy Nasdaq is down almost -6% since May 1st. Today was no reprieve with the markets selling off. The Dow and S&P 500 were both...

Monday, May 6, 2019

Today is National Nurses Day, a day to acknowledge and celebrate the vital role that nurses play in our communities and in society, as a whole. Today also kicks off National Nurses Week, which ends on May 12th - the birthday of...

Monday, April 29, 2019

In the last 6 months the S&P 500 has gone from its worst quarter in over seven years to its best quarter in almost ten years. The S&P 500 index was up 13.65% on a total return (including dividends) basis for the quarter, and the...

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Monday, January 14, 2019

Fourth quarter 2018 ended up being the worst quarter in the stock market in over seven years. The S&P 500 was down -13.52%, the Dow Jones Industrial Average was down -11.31%, and the Nasdaq Composite Index was down -17.29%. Bonds did...

Monday, July 16, 2018

Here’s our review of the markets and economy in the first half of 2018. Topics include: GDP numbers; Fed Chairman Jerome Powell; the flattening yield curve; quarterly earnings; growth versus value style; Tax-return identity...

Saturday, February 3, 2018

As you’ve likely heard on the news, the broad stock market indexes were down sharply yesterday. The day started down and continued to decline with only a few times where it looked like buyers were coming in to offer support. At...

Saturday, December 23, 2017

On Wednesday both houses of Congress passed a final, reconciled tax reform bill, and yesterday it was signed into law by President Trump. It represents the most significant re-write of the tax code in over 30 years. Comparing the final...

Wednesday, December 6, 2017

Early Saturday morning the US Senate passed their version of a tax-reform bill. The bill shares some similarities with, but also has stark differences from, the “Tax Cuts and Jobs Act” bill passed by the House of...

Sunday, July 30, 2017

After 20 years of being an advisor, I’m still shocked at how many people still don’t pay attention to the fees associated with the management of their investments. When I ask how much their current advisor charges, if they...

Monday, June 5, 2017

If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won't cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended...