Blog

Market Top or Breakout-Still Waiting? – June 2019 Market Summary

Jack notes that while the major US markets are near all-time highs, the rest of the investing world is figuring out if it should join the party.

Jack shares some brief comments how the Fed’s March meeting impacted the markets and how they continue to surprise investors.

Planning Needs of Single Parents

Jack looks at the big upswing in US stocks during January and February along with interest rates around the globe.

The 2018 tax year saw major tax changes enacted, including the restriction and/or elimination of some itemized deductions.  This article discusses the donor-advised fund and how it can be used to continue receiving tax deductions for charitable gifts.

Should I Buy An Investment Property?

Jack discusses the big swings in the markets and how almost all assets lost value in 2018.

A Holiday Classic; Finance Version

Jack reviews the current market environment and what the recent increase in volatility could mean for investors