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 ...
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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 ... 
With yields so low today, it makes sense to invest less in bonds, but not to abandon them altogether.
One could be forgiven for asking whether it makes sense to invest in bonds today. Historically low interest rates may appear even lower for ...
Hope springs eternal
Some mildly positive news came last week as the U.S. and China agreed to concepts of a ...
I’m trying to allocate some time for reflection, and, in a world with too much information, actively discard the unimportant stuff, exercise some ...
It All Started With A Man Who Wanted To Do The ... Harlan J. Cadinha spent the first 11 years of his career at a large brokerage firm. There, he witnessed the inherent conflict between what the ...
First Look: Tax Cuts and Jobs Act At times it seemed the fractured GOP would never agree on a tax plan, but finally we have one to chew on. We are in ...
EQUIFAX DATA BREACH “Equifax Says Cyberattack May Have Affected 143 Million Customers” via New York Times 9/7/2017
Article
This breach is a big deal. One of the ...
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