Newsletter and Blog

We are seeing the year end tax loss harvesting hit heavier than normal causing a year end decline as all the institutional investors and hedge funds are rebalancing accounts.

2021 is nearly in the books and I thought it would be good to take a quick glance over the shoulder a bit.

We are seeing the markets “rebound” after the scare and concerns over the new Covid Variant seem less life threatening than originally thought.

Year-End deadlines are important for those of you wanting to take advantage of certain tax-planning moves in your investment accounts.

A decade is a long time to assume that every year will be equal to or worse than the year before. Don’t make that mistake- there will also be years when the returns will be outsized and great.

Growth oriented stocks that are more impacted by increasing rates also fell from all-time highs and we would not be surprised to see increase market volatility in the weeks ahead as investors digest income inflation readings and try to anticipate the FED's reaction to elevated rates.