In a continuing effort to let you know how things look from my desk, this is a follow up to my commentary last week. The market continues to surprise us- albeit in ways we did not anticipate. The post-election run-up, while looking good, was a wall of deception (no- not THAT wall!). While the numbers…Read more
Your Professionals… Do They Have What You Need?
I recently was watching TV and saw a commercial for a very large and well known tax preparation firm. At the end of the commercial, the theme song for the tax service was the song from Donald Trumps "The Apprentice." Now I ask you... do you really want to hire a tax preparer whose theme…Read more
You May Have More Money Than You Know
Recently, a friend made me aware of a New York State website that matches people with lost funds: old savings accounts, checks that were not cashed, forgotten or closed accounts, etc. Just for the fun of it, I went to the website (go to Google, type in nys unclaimed funds) and lo and behold- I…Read more
When Conservative Is Not So Conservative
The past quarter has been filler with a plethora of surprises, both domestically as well as internationally. A prolonged period of historically low interest rates has led the market into a feeling of precarious calm, with undertones of panic, although most won't admit it. It's been called the most hated Bull Run in the history…Read more