Minimizing Taxes

As the year comes to a close, we are just finishing up with some year-end tax harvesting for our taxable accounts. If we can lock in losses to counter our gains it will help minimize the tax burden this year for you. We do this without being out of the market by swapping your existing.. read more →

TIME TO HOLD HANDS AND TALK

Just a quick note to let everyone know that the sun is still shining (somewhere). Seriously though, after another tough week in the market two things are fur sure; 1) The volatility is not going away any time soon and 2) We will not change our discipline. We have stayed true to our discipline of finding.. read more →

Cash and Headlines Driving the Market!

With 100% of second quarter earnings released more than a month ago, the question posed to me numerous times is what is driving the market up and down? This is a great question and in this case, I believe it is two-fold, cash and headlines. We are all thankful that the market bottomed on March.. read more →

Markets at Crossroads

The stock market has had an impressive spring rally, responding to signs of an economy on the mend. Market volatility levels have returned to normal, or at least levels that have not been seen since back in September, before the Lehman Brothers bankruptcy. It has been a wild ride since then hasn’t it? Stocks declined.. read more →