The US stock market just had its best quarter in more than 20 years. (Yes, you heard that right.) Of course, that was on the heels of one of the scariest quarters in history, fueled by the Coronavirus pandemic reaching US shores in February. At its worst, on March 23, the S&P 500 was down […]
2nd Quarter Client Note Read More »
There are decades when nothing happens; and there are weeks when decades happen. I’m pretty sure that’s the first time I have quoted Vladimir Lenin in a client note. And probably the last. A great deal has indeed happened since my first post on the coronavirus pandemic, when the implications were just beginning to emerge. The public health implications
1st Quarter Client Note – Covid-19 Edition Read More »
While it may seem morbid, now, during the Covid-19 outbreak, is the time to make sure the estate and disability plans for you and other members of your family are in order. Especially if you or your parents are over 60. These documents typically include: Wills, Living Trusts, Financial and Medical Powers of Attorney and
Now is a Good Time to Review Your Estate Plan Read More »
The S&P 500 (Total Return) Index gained 9.07% in 2019’s final quarter. Bringing the advance for the year to 31.49% — and for the decade, to an average annual 13.56%. (And yet, all anybody wants to talk about is how poorly their bonds are performing. The Bloomberg Barclays US Aggregate Bond Index eked out a
4th Quarter Client Note Read More »
After a fitful bout of volatility during the month of August, including an 800 point one-day drop in the Dow Jones Industrial Average, the S&P 500 (Total Return) Index turned in a respectable 1.70% gain for the quarter. That brought the year-to-date return to an extraordinary 20.55%. (For context, the most recent 12-month return, which
3rd Quarter Client Note Read More »
By almost any measure, the past decade has been one of the best 10-year periods in history for the US stock market. Quarter after quarter, with just a few hiccups, the market has climbed steadily since the market bottomed in March of 2009. This past quarter was no exception, with the S&P 500 (total return)
2nd Quarter Client Note – The Raging Bull Read More »
There is a saying about the weather here in Colorado: If you don’t like it, just wait a minute. When it comes to the stock market, one quarter is the equivalent of about a minute’s worth of weather. The S&P 500 (total return) Index rose 13.65% in the first quarter; the largest first quarter gain
1st Quarter Client Note – Just Wait a Minute Read More »
The S & P 500 (total return) Index fell 13.52% in the 4th quarter, bringing the benchmark index to a loss for the year of 4.38%. This, following a best-quarter-in-five-years gain of 7.2% in the 3rd quarter. The negative 9.03% in December was the 11th worst month in the past 50 years. The three worst
4th Quarter Client Note – Is Past Ever Prologue? Read More »
The S & P 500 (total return) Index experienced its best quarter in five years, rising 7.2%. (Of course, things happen so fast, that as of this writing the S&P 500 has fallen almost 4.5% in the first nine days of the third quarter; led largely by falling technology stocks and possibly attributed to the
3rd Quarter Client Note – Yield Curve Ball Read More »
As of this writing the new tax bill hasn’t yet been signed by the President. But it already seems to have been sealed and delivered. So at the slight risk of being too fast out the gate, here is a summary of the vast new law which goes into effect on January 1, 2018 –
Tax Cut and Jobs Act, HR 1 – What it Means Read More »
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