December 2025 Year End Reminders
DECEMBER 2025 Year-End Items to Consider Required Minimum Distributions (RMDs)– Retirement plans, including 401 (k), 403 (b), IRA, Inherited IRAs, SEP, SIMPLE IRA, among others, are subject to RMDs. RMDs…
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November Commentary-
November 2025 2025 is shaping up to be another stellar year for stock investors The Dow Jones Industrial Average (DOW) is up 12%, and the S&P 500 Index is up…
Stock Market Indices- Compare and Contrast
I am using this month’s client note to discuss and contrast a few closely followed U.S. equity indices; most notably the Dow Jones Industrial Average (DOW), the S&P 500 Index…
Federal Reserve Chairman Powell Speaks!
The main market news in August was the Fed Chairman Powell stating that the FED will likely reduce interest rates in September 2025. Every August, financial leaders from around the…
August 2025: The One Big Beautiful Bill (OBBB) Act, July 2025
President Donald Trump signed and thereby enacted the OBBB on July 4, 2025, after significant and, at times, heated negotiations in the U.S. Congress. In this commentary, I outline key…
Mid-Year 2025: What A 6 Months
The US stock markets started 2025 with a very strong 10% gain in January, only to correct (decline) by 12% from the start of the year and 16% from its…
June 2025: Navigating Market Volatility Dos and Don’ts
The stock and bond markets are about even from the beginning of 2025 after a higher-than-average, but not unusual, volatility in April. I believe this is a great time to…
May 2025: Where We Stand Tariffs Can Be Terrifying
Trade tariff policy and inflation continue to drive market volatility. Capital markets have experienced some of the most volatility in recent memory due to the draconian tariff policies announced by…
April 2025: US Stock Market Q1 2025 A Roller Coaster Ride For Sure
The US stock market started the year with a strong 4-5% gain for the first six weeks, only to give up these gains and some as investors became concerned about…
March 2025: Client Note
2025 started with a strong January after a 14% gain in 2024, only to give up most of 2025 gains by the beginning of March, as the table below displays. …