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Percentage Points


12 Dec 2019 | Neil's Notes | Neil Rose

Scared Money

There is a saying that markets exist to make the greatest number of people wrong most of the time. Any money manager will admit the stock market seems to confound consensus forecasts—if not his own—with unwelcome regularity. Perhaps it is a small mercy today that we have no shortage of data to know the ...

12 Nov 2019 | Neil's Notes | Neil Rose

Neil’s Notes

Year-End Planning Tips If you haven’t done so already, consider any applicable year-end tax moves for 2019. These moves include: Maxing out contributions for 401(k), 403(b), Thrift Savings Plans, 457, and IRAs. See the table below for limits.  Taking Required Minimum Distributions (RMDs) if ...

29 Oct 2019 | Neil's Notes | Neil Rose

Neil’s Notes

Disneyland, part deux When my family went to Disneyland almost a year ago, I played the spoil sport. Hell was breaking loose in the stock market. The fourth quarter of 2018 saw a ratcheting up of the trade war, a (misplaced) fear that ...

29 Oct 2019 | News

Cadinha Among the 2019 CNBC FA 100 List

In October, Cadinha & Co. made CNBC’s top 100 firms (#56). Per CNBC, the list celebrates forward-thinking financial advisory firms ...