Insights

  In June of last year, we wrote about the SECURE Act that passed the in the House. The bill […]

In 2018 charitable contributions from individuals fell by 3.8%. Excluding the Great Recession 10+ years ago…

As of the end of November, the S&P 500 index had returned +27.6% for the year – a phenomenal year…

In 1935 FDR proposed the Social Security retirement program and his staff projected that total expenditures for…

In the October Par 3, we wrote about Charles Schwab and TD Ameritrade reducing commissions to $0. One month later,

Both the media and the general investing public seem to be obsessed with predicting the next recession…

A few months ago we wrote a note highlighting the fact that over the last decade the US has severely…

On October 1st Charles Schwab announced that they were lowering commissions on stocks, ETFs, and options to…

There has been a lot of discussions lately about yield inversion. In the finance world an inversion occurs when…

Earlier this year the telecom firm First Orion analyzed data from over 50 billion calls and estimated that…