Strange Times: Where Do We Go from Here?
We’re at a fascinating crossroads in the world of investing, and in many ways, a truly unique place. While the adage: “this time it’s different,” always gets burned by…
Reddit Takes on Wall Street
The Reddit drama with GameStop and AMC has many people captivated, and it’s fascinating because nothing like this has ever happened. The perception that Reddit is really taking on Wall…
A Rocky Road to a Bright New Year
Despite the pain wrought by the virus, there is finally a light at the end of the tunnel. The virus forced many of us in the investing world to become armchair…
Stuck in the Middle with You: Clowns & Jokers
Thinking about this post, the Stealers Wheel classic kept coming to mind. We seem to be at the natural half time of the COVID pandemic, medical experts have been consistent in…
Watching the COVOID Weather
It’s been noted that 2020 reads like a Stephen King novel, and that doesn’t seem too far off base, Mr. King has even said as much. It was tempting to…
Coronavirus: To Sell or Not to Sell? (Mostly, Not)
The markets call things like the coronavirus black swan events. That thing with a very small chance of happening, but with a big impact in terms of humanity, markets, and…
Holiday Reading List
Over the holidays many of us will spend some time curled up with our devices in a food coma, or using our devices to avoid an awkward conversation (introverts, I’m…
Beware the Annuity in Your 401(k)
We’re seeing a rise in annuity or income products offered as “investment” options in 401(k) plans. While investing with a guaranteed return may sound attractive, many of us should think…
Tax Efficient Charitable Giving
Heading into fall, with the holidays right around the corner, many of us begin thinking about our year end charitable giving. Changes to the tax code that went into effect…
