Blog

2020 Year End Tax Planning Basics

2020 Year End Tax Planning Basics As we approach year-end in what has been a challenging year for financial planning and investing, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes...

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Bond Market Views

Continuing the recent series about monetary easing and fiscal stimulus, let’s now take a closer look at the specific impacts of these policies on the bond market. First, it is important to revisit the investment basics of bonds, as debt instruments, and how they...

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Inflation or Bust

In our June 2020 blog, I shared some perspectives on the Federal Reserve’s (the Fed) historic monetary easing in the wake of the COVID-19 pandemic. We are now starting to see some of the effects of those programs, as we await news of additional fiscal stimulus from...

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Born to Run

“In the day we sweat it out on the streets of a runaway American dream.”   After looking at it languish on my bookshelf for way too long, I recently finished reading “Born To Run”, Bruce Springsteen’s autobiography/memoirs. Bruce grew up about 30 minutes from...

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Supply & Demand: How Prices Can Go Negative

The recent actions by the Federal Open Market Committee (FOMC), through emergency rate cuts and various Open Market Operations, will serve as the basis of future research and new economic principles for generations to come. Traditionally, when looking at any market,...

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