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…
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)…
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…
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…