News


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…

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