Conservation Easements
There is a section in the IRS tax code, designed to preserve certain U.S. lands, permitting wealthy investors to significantly reduce their income tax liability. Landowners who are willing to…
Is your portfolio too risky?
Many investors who have watched their account values consistently rise over the last decade are very happy with their investments. However, during times of low volatility and steady gains, investors…
Encouraging stock market trends
Once we help our clients determine their appropriate allocation to stocks, we generally encourage them to stay invested and ignore short-term corrections. However, if you are trying to decide a…
Red October
After an extended period of steadily rising markets and low volatility, October was a very bad month for stocks. The S&P 500 fell about 10 percent from the beginning of…
Protecting your assets
The term “asset protection” has many connotations. For most people it means shielding assets from claims of creditors. Because we live in a very litigious society, it’s probably wise to…
Has the 60/40 portfolio lost its mojo?
Ever since the start of the huge bull market in the 1980s and 1990s, the 60/40 portfolio was a great way to reduce the volatility in one’s portfolio. The bond…
The Stock Market is Eyeing the Upcoming Presidential Election
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