Commentary and Insights

Market overviews published quarterly

  • The Jagged Journey - July 2020

    “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

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  • Sheltered In Place - April 2020

    “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

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Short articles about finance-related topics

  • Should You Defer Taxes in 2020?

    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.


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  • Charitable Gifting Strategies

    By Justin Vlaanderen

    Are you charitably inclined and looking for tax-efficient ways to maximize your charitable impact?

    Below, we focus on two strategies:

    • Highly Appreciated Securities (referred throughout as DAS)
    • Qualified Charitable Distributions (QCDs)

    Though both encompass direct donations to a qualifying charity, your optimal charitable gifting strategy depends

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