Dear Friends, The Federal Reserve ended its two-day Federal Open Market Committee meeting last Wednesday, and the outcome was broadly in line with market expectations. As expected, the Committee raised short-term interest rates by 75 basis points (0.75%) to take the fed funds rate to 2.5%. …
The end of the year will be here before we know it. Your tax situation, charitable donations, health care and future plans need regular maintenance, and now is the perfect time to check, double check and think ahead on your plan. Click here to read the December 2019 Client Connection
Last week I had the good fortune to spend several days at the Goldman Sachs Headquarters in NYC on a Due Diligence trip. We started the first day by listening to John Tousley, their Global Head of Advisor Solutions, who reminded us that Trump has issued 11,500 tweets since being in office, …
Don’t let the holidays sidetrack your tax planning. Moves you make between now and the end of the year can have a significant effect on how much tax you have to pay next April. Click here to read the November 2019 Client Connection
Prior to the Fed’s announcement on July 31, 2019, we reviewed most of our portfolios and we de-risked many positions and accounts. Despite the fact that I generally believe that it is very difficult to time the market, we have decided to take this approach due to a confluence of events that we see.
Coverage can be a great comfort, even in youth. The transition to adulthood is an exciting new stage that marks true independence.
Why you should refrain from making this move. Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that
