"Tax complexity itself is a kind of tax." - Max Baucus Failure to consider tax management as a component of wealth planning can impact long-term results and limit spending power in retirement. In fact, for many investors, taxes remain the largest source of portfolio management inefficiency and … Read More
Monthly Stock Market Review – June 2022
"When the train leaves the station, it doesn't back up to let latecomers on. If it does, there's something wrong with the train." - Walter Deemer "Successful investing is having everyone agree with you… later." - Jim Grant All data as of 07/01/2022, Source: Wells Fargo Investment … Read More
Monthly Stock Market Review – May 2022
“If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” – Jack Bogle "In investing it is never wrong to change your mind. It is only wrong to change your mind and do nothing about it." – Seth Klarman The month of May was much more interesting than the tepid … Read More
Monthly Stock Market Review – April 2022
"In a correction, other people's stocks go down, in a bear market, your stocks go down.” - Alan Abelson "Down cycles are not fun. But they form the basis for enormous future profitability.” - Steven A. Schwarzman Bad. That is the only word we have to describe the markets we follow for the month … Read More
Monthly Stock Market Review – March 2022
“The market is a pendulum that forever swings between unsustainable optimism and unjustified pessimism." - Benjamin Graham March was quite the interesting month for investors. After a poor start to the year in January and February, the equity markets posted positive gains for the month, with the … Read More
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