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Although there might be a remote (extremely remote) possibility that Bitcoin could someday become the predominant worldwide currency, we feel until there is a likelihood that Joe Schmo could easily use it at the drive-thru to pick up a cheeseburger, its adoption by the common person will be stubbornly slow outside the nerd-world. There is(…)

If you intend to make a donation to a qualified charitable organization, we recommend you first have us review your portfolio. It may be that writing a check or giving cash is not the best choice for you or the charitable organization. Often our clients own shares of securities (usually individual stocks) in taxable accounts(…)

One Year Later

Friday, 10 November 2017 by

One year ago, millions of Americans went to the polls and voted against their least favorite candidate. And although more people voted against Trump, the Electoral College once again kept our country from being ruled by California and New York. Just prior to the 2016 election, we wrote in our November Investment Commentary, “Calm Before(…)

Black Monday

Thursday, 19 October 2017 by

Thirty years ago today, the U.S. stock market experienced the biggest single-day decline in history. On Monday, October 19, 1987, the Dow Jones Industrial Average (DJIA) plummeted 23%. That day has since been referred to as “Black Monday.” To put that into perspective, the previous largest one-day sell-off was on a Monday in October 1929.(…)

Threats from North Korea, mass-murder in Las Vegas, major hurricanes hammering Texas and Florida, earthquakes in Mexico, and more terror attacks in Europe . . . clearly an environment that would have investors running for the exits. Yet, despite this deluge of disaster, the stock market has persisted to be strong this past month, rising(…)