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Charitable Contributions from an IRA?
In 2018 charitable contributions from individuals fell by 3.8%. Excluding the Great Recession 10+ years ago…
Fifth Inning Stretch
As of the end of November, the S&P 500 index had returned +27.6% for the year – a phenomenal year…
Did You Know?
In 1935 FDR proposed the Social Security retirement program and his staff projected that total expenditures for…
Engagement Announced
In the October Par 3, we wrote about Charles Schwab and TD Ameritrade reducing commissions to $0. One month later, […]
Fear Factor
Both the media and the general investing public seem to be obsessed with predicting the next recession…
Build Baby Build!
A few months ago we wrote a note highlighting the fact that over the last decade the US has severely…
The Other Trade War
On October 1st Charles Schwab announced that they were lowering commissions on stocks, ETFs, and options to…
The Other Inversion
There has been a lot of discussions lately about yield inversion. In the finance world an inversion occurs when…
Scammer Alert
Earlier this year the telecom firm First Orion analyzed data from over 50 billion calls and estimated that…
Revisionist History
Revisionist History is a podcast by best-selling author Malcolm Gladwell now in its fourth season…
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