The past few weeks, indeed the last three months, have been ugly ones for stocks around the globe, including here in the U.S. Stocks reached their recent high on…Read More
A Long Overdue Market Pullback
An ugly few days in the market over the last week, but LONG overdue. I’m sure you’ve seen many of the same expressions of disbelief about how well….Read More
5 Year-End Tax Strategies to Consider
As I’m sure you have heard, the GOP tax plan was passed by Congress last Friday and is expected to be signed into law by President… Read More
Equifax Data Breach Follow-Up: What Steps I Took Personally
As a follow-up to my email last week about the Equifax credit bureau breach, I received several calls and emails …
Equifax Data Breach: What to Do
Another day, another security breach. In the last three years, we’ve seen major data breaches at Anthem, the IRS, the …
An “Interesting” Year
May you live in interesting times. Ancient Chinese curse 2016 gave investors many reasons and opportunities to want to move …
A Short Note on Election Markets and Unpredictability
Regardless of how you voted this election cycle, the last two days show just how difficult it is to predict …
Is International Diversification (Finally) Starting to Payoff Again?
The third quarter was a positive one for almost every equity asset class around the globe. The US large market …
Stuck Here in the Middle with You
Despite an abundance of fireworks this year – China’s slowing economy, a collapse and partial recovery in oil prices, and …