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Market Recovery … and Recession?

The first quarter of 2019 has ended and investors are breathing easier. After a bruising fourth quarter 2018 in which investors experienced double digit losses in the stock portions of their portfolios (the Dow Jones Industrial Average was down 11.3%, the S&P 500...

The Running of the Bull (Market)

As we’re writing this post, it’s March 9th. Do you remember what happened 10 years ago on this date? We remember it well. The stock market hit a new low in the midst of the “Great Recession.” The Dow Jones Industrial Average (i.e. the Dow) – which had...

Bunching Your Deductions

In a previous post, we highlighted the fact that the 2017 tax law may affect the ability of some taxpayers to receive a tax deduction for their charitable donations, because the law (a) eliminated or reduced many deductions previously available, and (b) significantly...