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Tuesday, March 31, 2020

As we continue to study the stimulus package passed last week, we will continue to send relevant information. This legislation provides a few provisions changing some of the rules for IRAs and retirement plans. It is important that you...

 

Monday, March 30, 2020

PLEASE READ THIS FORGIVABLE LOAN PROGRAM AS I SEE NO NEGATIVES FOR BUSINESS OWNERS. On Friday, 3/27/2020 legislation passed that includes a new loan program – the Paycheck Protection Program administered through the SBA –...

 

Sunday, March 29, 2020

Here’s what you need to know about the stimulus payment processing in order to protect yourself from scammers: 1. Be alert for phone scams. The Internal Revenue Service (IRS), Treasury Department, or any other government agency...

 

Thursday, March 12, 2020

Posted on facebook and Linked - 3/12/2020 If you have any interest/concern about your investments or the markets, I strongly urge you to allocate JUST 5-6 minutes to read this. Feel free to share, if so inclined, you may help someone....

 

Friday, March 6, 2020

‘Everywhere is walking distance, if you have the time’…Steven Wright Good Afternoon Steven Wright is a master at observations on perspective. Correspondingly, these notes on the last 7 trading days in the market, and...

 

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Tuesday, February 25, 2020

Investing: Simple, Yet Difficult 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...

 

Friday, February 14, 2020

We have our first surprise of the year: The Coronavirus. Just last month I wrote in my annual forecast that we will be surprised by something this year. This is likely the first of several unexpected, unpredicted events we will...

 

Tuesday, January 21, 2020

If you read my forecast for 2019, you will notice it was spot on. This is because it was not a forecast of the economy or markets (which is like trying to predict a casino game). No matter how much we wish, no one can predict the...