Market overviews published quarterly
“Lightning makes no sound until it strikes”.
- Martin Luther King, Jr.; 1929-1968
It was Wednesday and a humid 40 degrees in New York City. It was the first day of 2020. People were resting or watching College Football Bowl games. The financial hub had every reason to celebrate New… Read More
“This too shall pass.”
- Rumi; 1207-1273 (1)
Religions have long offered this expression to provide comfort in difficult times. There can be little ambiguity that our current circumstances qualify. We are deeply sorry for everyone’s pain and their challenges.
On the next page, we want to provide a… Read More
Short articles about finance-related topics
By Steve Weintraub
In the 2004 spoof “Dodgeball”, a group of misfits are coached by Patches O’Houlihan who emphasizes the five D’s of Dodgeball: dodge, duck, dip, dive, and dodge (yes, twice). That somehow also applies to income tax planning, which might add “deferral” as the 6th D.
Wimpy,… Read More
By Justin Vlaanderen
Are you charitably inclined and looking for tax-efficient ways to maximize your charitable impact?
Below, we focus on two strategies:
Though both encompass direct donations to a qualifying charity, your optimal charitable gifting strategy depends… Read More
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