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Tag: Assets


1st Quarter 2018 Review

April 16, 2018

The first quarter of 2018 is now in the history books. What will be remembered? What can we learn from this quarter? And what may lay ahead for the markets through the rest of this year?

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Time to Sell or Buying Opportunity?

April 3, 2018

After stock prices peaked on January 26th, the S&P 500 has dropped from its all-time high of 2,872.87 to 2,581.88 on April 2nd (as I write this email to you).This is a 10.13% drop from the high, but only a decline of 3.43% from where the S&P 500 began the year, at 2673.61.

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Wow, What a Year!

January 18, 2018

2017 is now in the history books, and it will be remembered for many things, including: record low volatility, strong earnings, increased global tension, the meteoric surge in Bitcoin’s price, and a strong stock market. The chart below shows the S&P 500’s 19.42% price move during 2017.

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Debt Ceiling Crisis Averted (for now)

September 18, 2017

The media has latched onto the debt ceiling as one of its top news stories in the late summer, pushing it to the forefront of their coverage. I was asked about the debt ceiling in my last CNBC interview on August 24th. In my interview, I stated that there was a very low chance that the government wouldn’t raise the debt ceiling, citing that the government had raised it 74 times since 1962.

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What is the gift tax?

June 1, 2017

It’s June, spring is in the air. The frost is thawing, and the flowers are blooming. Love is all around us with the wedding season blossoming. Seniors in High School and College are so close to graduation they can almost taste it! But, what does all of this mean for you?

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