The Markets In the Wizard of Oz, Dorothy says to her little dog, “Toto, I’ve a feeling we’re not in Kansas anymore.” Today, many of us understand Dorothy’s trepidation and uncertainty better than ever before. COVID-19 has changed our world in ways previously unimaginable. In many states, Americans shelter at home, venturing out for groceries, […]
Market Commentary – April 6, 2020 Read More »
Thoughts on the COVID-19 scare and Markets
COVID-19 Thoughts – March 15, 2020 Read More »
It is amazing how predictably irrational we humans are. There are certain things we cannot predict, but there are others that we are spot on, near 100% of the time. One of those is that when times are bad, “experts” start downgrading and cutting estimates. It’s as reliable as a sunrise. I have said many
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The Markets Last week, market volatility reached levels that make many investors uncomfortable. On Monday, the Dow Jones Industrial Average surged higher, delivering its biggest one-day point gain in history. The catalyst may have been reports that ‘Group of Seven’ (G7) finance ministers and central bank governors were meeting via conference call on Tuesday. French
Weekly Market Commentary – March 9, 2020 Read More »
The American Public Education Foundation recently found that Vermont schools are woefully short in helping prepare students to be financially literate. With a grade of “D,” many students are not learning to handle their finances smartly, avoid debt, better understand the economy and learn to make good decisions about their life and money. Through the
Vermont Financial Literacy Grade: “D” Read More »
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last.When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your
Important Birthdays Over 50 Read More »
Warren Buffett said, “Investing is simple, but not easy.” Sounds like a contradiction, but in real life simplicity has little to do with ease. Take losing weight. Very simple. Burn more calories than you take in. Not so easy! The Challenge The path to our long-term goals is often filled with conflicting short-term desires. As
Investing: Simple, Yet Difficult Read More »
Risk on or risk off? The coronavirus appears to have inspired two distinct schools of thought among investors. Some investors currently favor opportunities that are considered lower risk, like Treasury bonds and gold, because they’re concerned about the potential impact of the coronavirus on the global economy. Others are piling into higher risk assets, like
Market Commentary – February 24, 2020 Read More »
Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. We all want to mitigate taxes and make sure you pay exactly what you owe – and not a penny more – but that doesn’t always make it feel any easier when writing
What Do Your Taxes Pay For? Read More »