Commentary

Commentary

Keeping You Informed

In this section, we offer an online resource of professional commentary and topical perspectives to help you enhance your investment knowledge and keep a clear head in a sometimes-maddening marketplace. Check back often for updated news, articles and team commentary.

The Death of Optimism?

It is hard to be optimistic right now. After two years of dealing with the pandemic – and that’s not over yet – we now

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Something To Fear?

Have you seen this ad streamed at you: “Wall Street legend warns ‘A strange day is coming.” If you click on it, you see that

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The Ukrainian Invasion

The great Russian writer Leo Tolstoy wrote that “there is no greatness where there is not simplicity, goodness, and truth.” Vladimir Putin’s explanation of his

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Women Belong

In 1965 Mattel put out a Barbie that came with a scale fixed at 110 pounds and a diet book with a single instruction: “Don’t

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Social Security Increases Benefits by 5.9% for 2022

The Social Security Administration has announced a cost-of-living adjustment (COLA) to recipients’ monthly Social Security and Supplemental Security Income (SSI) benefits. More than 64 million Americans will see the 5.9% increase in their payments beginning in January 2022…

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Why You Should Not Hate Your Brokerage 1099 Form

Here are some things that almost nobody likes: spiders, snakes, warm squishy fruit, splinters, paper cuts…and IRS Form 1099 sent by your brokerage firm. That 1099 always seems to be late. It is so easy to misplace. And it reports every last bit of income, causing your accountant to give you bad news…

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Good News!

The headline above is one you will seldom see in the newspapers or hear from the talking heads. As we celebrate our July 4th holiday,

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Happy Holidays?

On Thursday, February 6, 2020, the Financial Times ran a story on page two about another one of those Asian SARS viruses. I read the

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