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NEWS & UPDATES

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Annual Drill on Capital Gain Distributions


In the words of baseball’s quotable Yogi Berra, “It’s déjà vu all over again.”  ‘Tis the season of giving, and a select few may have received gifts in years past they’d rather not have received for one reason or another.  Investors should expect that to be the case this year from mutual fund managers, as […]

Identity & Credit Defense


Recent revelations regarding the security breach of the credit reporting agency Equifax, more lately, the SEC, are indeed troubling.   These are organizations that should be impossible for hackers to penetrate. But, I suppose it’s worth sharing that I spent a few years early in my career as an analyst in a national bank’s fraud department […]

Dow 40,000?


That’s right… Dow 40,000.  Do we have your attention?  With the index having breached 20,000, it seems quite reasonable to begin talking about Dow 40,000, right?  After all, the market has largely been on a so-called “Trump rally” since the election, seemingly doing no wrong and heading toward the stratosphere.  Surely Dow 40,000 is right […]

Holiday Thoughts


As we close in on the Christmas holiday and the end of 2016, we’re reminded of  how much there is to be grateful for, even in the face of known concerns and uncertainties so vague we never even know they truly exist until they step out into the light. It’s been an extraordinary year. After […]

On Interest Rates, Déjà Vu


Twelve months ago, as our Winter-2015 newsletter went to “press,” markets were awaiting a mid-December meeting of the Federal Reserve, widely expected to deliver the first uptick in base interest rates in years.  And here we are again, anticipating the Fed’s mid-December confab.  The CME’s FedWatch tool reportedly is assigning about a 95% probability that […]