Our friend Sonia Kowal, President of Zevin Asset Management, recently posted this statement on the crisis that’s unfolding in Ukraine. We have been trying to write something to express our dismay and heartbreak — but Sonia’s words here capture our thoughts exceedingly well. Thank you, Sonia, for allowing us to…
Whenever markets move far enough & fast enough to draw the attention of the non-financial press, investment advisors start to get a few more phone calls than usual. The US markets (stocks and bonds both, unusually enough) have been acting very strange lately — these “up 3%, down 4%” swings…
Current Market Conditions and Short-Term Expectations: Whenever the major US stock indexes reach new highs, or tumble unexpectedly, we hear from a few of our clients with worries about the near future. The S&P 500 (a broad index representing the largest US-based companies) hit new all-time highs in late…
As we expected, the “final” revisions made to the tax code by the “Tax Cut and Jobs Act” passed into law last December weren’t quite as final as supposed. There are a handful of provisions that didn’t turn out the way the Congressional Republicans intended, so they are trying to…
Tax “Reform” and the Impact on Your Finances Through much of 2017, there were hints at and whispers about the possibility of dramatic changes to the American tax code. “A complete overhaul” – “More significant than the Reagan-era reforms” – “The biggest re-envisioning of the tax laws in a…
Last week we saw our Commander In Chief, Trump, unilaterally decide that Transgender individuals were no longer fit to serve in the military. Too expensive he said. Unequivocally untrue, but what isn’t that comes out of this administration these days? The backlash was immediate. The call from GLBTQ organizations was…
On Thursday, June 8th, the House of Representatives passed the “Financial CHOICE Act”. We believe that this is a remarkably bad bill, and hope that the Senate manages to prevent its adoption. Call your Senators today, and ask them to block any Senate version of this bill! Why are we…
Last week, just before heading off to Florida for the weekend, President Trump took a couple of executive actions designed to begin the process of cutting regulation on banks and Wall Street firms. Dodd-Frank The first of these orders, “On Core Principles for Regulating the United States Financial System”…
A college classmate wrote me an email recently, asking my opinion about the state of the world, and the markets, in the current political climate. Since the election there’s a nagging voice in my head saying that the money I’m investing is just going to go away on account of…
While we can’t be certain whether the immediate financial-market reactions to his election will continue for the length of a Trump presidency, we think that some of the policies proposed by the incoming administration give even more reasons than ever to make sure that your investments are aligned with your…
