The third quarter was a strong one for stocks across the globe, especially non-US international and emerging market stocks. For an in-depth review … 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
2017 3rd Quarter Market Review
The third quarter was a strong one for stocks across the globe, especially non-US international and emerging market stocks. For an in-depth review … 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 …
Solar Eclipse vs. Market Downturn
I’ve previously written that many investors perceive market downturns the way people in past centuries perceived solar eclipses: as scary …
2017 2nd Quarter Recap & A Few Other Notes
The second quarter capped off a strong first half with another positive showing in every major equity asset class. As …
2017 First Quarter Commentary
The first quarter was another strong one for stocks here and abroad. Emerging markets lead the way, up more than …
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 …