If you thought this was going to be another stuffy blog post about an economic or stock market forecast, you are mistaken. While we spend numerous hours researching, debating and discussing how we should position client portfolios for the coming year and beyond, I have grown further skeptical of “market outlooks” that are published annually […]

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I asked myself this past week, can you predict the market? I was recently reading a blog about predictions and how often people are wrong in their predictions, whether it be about a particular stock, sports team or political event. Every baseball analyst on ESPN predicted that the Cleveland Indians would beat the New York […]

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As someone who studied economics in college, I have always been fascinated by human decision making, not just in business but in life. I recently was listening to a Bloomberg podcast interview with Daniel Kahneman that was recorded last year. Kahneman is a professor emeritus of psychology at Princeton University, the author of the best-selling […]

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CHECKING IN AT THE QUARTER MILE MARK 2017 market sector performance after the first quarter, I thought it would be good to check in on what market sectors are performing the best and worst thus far. Below is a table that shows the S&P 500 return YTD and each sector of the S&P 500. It […]

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Creating a donor advised fund can be the perfect way to give back to charities. About five years ago, “Giving Tuesday” was created and is celebrated the first Tuesday after Thanksgiving. This day celebrates and encourages giving in both monetary and non-monetary ways. Just on that day alone, approximately $117 million was raised online for […]

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IS IT TRUE? CAN I REALLY? THERE MUST BE SOME CATCH? These are some of the questions I received recently to my suggestion of giving your IRA income donation taxes to charity. My answer is a frank, ‘yes’. You can give some of your taxes to any qualified public charity. The “giving” I am talking […]

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