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ENRON – 20 YEARS LATER

December 26, 2021

Early December marked the 20th anniversary of the largest bankruptcy in US history, Enron. If you turned on the evening […]

TAPERING – WHAT IS THAT AGAIN?

December 26, 2021

The Federal Reserve started its reduction of new bond purchases in November. The process, known as “tapering”, is expected to […]

The Ryder Cup Revisited

October 20, 2021

Three years ago this month we wrote our first Par 3 email. The very first article reported that the US […]

Proposed new Rules for IRAs and Roth IRAs

October 20, 2021

New rules are being proposed by the US House that could impact IRA and Roth IRA owners. In what appears […]

Volatility? What Volatility?

October 20, 2021

On Monday, October 4th US stocks finished the day down by more than one percent. The market was officially off […]

3rd QUARTER 2021 INVESTMENT COMMENTARY

October 15, 2021

Business activity gained momentum throughout the year led by industrial production, housing, and healthy consumer spending. This strong growth, as […]

STOCKS FOR THE LONG RUN

September 10, 2021

Interesting facts about the S&P 500 Index that we thought you should know: The S&P 500 has closed at new […]

PEAKING SUPPLY CHAIN BOTTLENECK

September 10, 2021

Now that we are past the half way point of 2021, we can investigate the potential impact of lingering supply […]

THE FED IS BACK TO TAPERING

September 10, 2021

Over the course of the next several months the term “tapering” will be commonly used throughout the media. Some people […]

CAPITAL GAINS GREATER THAN CHINA?

June 3, 2021

The Biden Administration has proposed increasing the top rate on long-term capital gains from 23.8% to 43.4%. Here’s an interesting fact: […]

MORE TO CHARITY AND LESS TO UNCLE SAM

June 3, 2021

We know that many clients and friends in our communities are charitably inclined. We have frequently written and spoken about the […]

INFLATING INFLATION

June 3, 2021

Inflation has shot to the top of investors’ list of concerns after an April Consumer Price Index (CPI) report was […]

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