January 2020

5 posts in January 2020

Jan
27

Week 5 Sitrep

We all should have expected the market to take a break from its winning ways after my comments last week…

Jan
21

Key Provisions of the SECURE Act

We have been asked recently about the most significant changes to the tax laws governing retirement made by the recently…

Jan
20

Week 4 Sitrep

To get right to the point: everyone has finally bought in that stocks are going higher. The U.S. stock market…

Jan
14

Week 3 Sitrep

What geopolitical events? By now, the markets have come to recognize that the risk of an escalating geopolitical event is…

Jan
8

Week 2 Sitrep

Quick note: Most of this letter was written on Monday, January 6th, and the geopolitical events with Iran were unfolding…

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