Inflation and the Stock Market
In the weeks leading up to the June FOMC meeting, our biggest concern was that the Federal Reserve would risk a policy...
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Does the 4% Rule still work?
When you consider all of the major transitions in your life (off to college, first job, get married, start a family, buy...
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Understanding Expected Return
Would you build a house without blueprints? Of course not, because in attempting to do so you could waste lots of time...
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Is a Roth conversion right for me?
The Roth IRA, named for its principal legislative sponsor Senator William Roth of Delaware, was established by the...
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What is Bond Duration?
As defined, bond duration “is the sensitivity of a bond’s price to changes in interest rates.” Many investors confuse...
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RMDs are Back in 2021
The IRS waits patiently during our working years as we add to our retirement savings held in Individual Retirement...
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Investor Outlook for 2021
Let’s leave 2020 behind. It was, after all, a year marked by the deadly COVID 19 Pandemic, a global economic slowdown...
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Spin-offs, Stock Splits and Repurchases
A corporate action is an event or action taken by a publicly traded company which can impact some of its stakeholders...
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SPACs - A Blank Check
Here is a blank check. Go ahead, take it. Fill in whatever amount you want. I am not interested in the details (if there...
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Market Watch - October 2020
We are pleased to provide you with our quarterly newsletter featuring the status of our investment class weightings, our...
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Elections and the Market
Is there a correlation between presidential election cycles and stock market returns? Yes, there is, however, the degree...
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What are BDCs?
Business Development Companies or BDCs are investment companies, formed pursuant to the Small Business Investment...
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