Mar
18
Week 12 Sitrep
We have been asked recently about the most significant changes to the tax laws governing retirement made by the recently…
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Mar
12
Market Update – March 12 2020
We have been asked recently about the most significant changes to the tax laws governing retirement made by the recently…
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Mar
9
Week 11 Sitrep
We have been asked recently about the most significant changes to the tax laws governing retirement made by the recently…
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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…
Dec
11
Week 50 Sitrep
The U.S. stock market dealt with a familiar problem last week – negative trade headlines. The week opened with news…
Dec
2
Weeks 48-49 Sitrep
The S&P 500 continued its winning ways last week – the market was up just under 1% for the short…
Nov
18
Week 47 Sitrep
We saw more all-time highs for the U.S. stock market indexes last week. The S&P 500 Index rose slightly less…
Nov
12
Week 46 Sitrep
Stock market indexes around the world marched higher last week on a combination of news events. We had the continuation…
Nov
7
Week 45 Sitrep
The U.S. stock market continues to rally on better than expected corporate earnings. The S&P 500 Index closed at a…
Oct
29
Week 44 Sitrep
U.S. corporate earnings season has been a welcoming sign for the stock market! The S&P 500 Index finished the week…
