December 2024 Market Recap: It’s a Wrap: 2024 Review
In most instances, from Christmas through year end, investors are treated to a “Santa Claus rally”, where stock prices rise. But 2024 had an atypical end, with stocks falling flat.…
The journalist Charles Duhigg currently writes for the New Yorker Magazine; has written three books on habits and productivity; and was the recipient of the Pulitzer Prize for Explanatory Reporting…
Your student has submitted the Common App. Congratulations - it’s a big step! So, what’s next? While it may feel like you have crossed the finish line, college planning is…
The incoming Republican Administration has floated a range of ideas related to taxes – some are more likely to be implemented, others less so. Changes to tax law must go…
The conclusion of the 2024 election cycle delivered a red sweep, with Republicans set to take control of the White House and the Senate in 2025, while maintaining control of…
Few were nonplussed by the outcome of the Federal Reserve’s meeting on November 7: a 0.25% cut in short-term interest rates. The Fed has been consistently telegraphing a message that it…
The Intelligent Investor, by Benjamin Graham, has been called “by far the best book about investing ever written” by investment superstar Warren Buffett. Even so, you will be excused if…
Given the importance of the new federal law to business owners, we’re re-publishing this article, which appeared in the October newsletter. The Corporate Transparency Act (CTA) is a new federal…
How Financial Aid Applications for College Consider Parent Assets
Our colleague and college specialist Donna Cournoyer contributed the following update for college planning The topic of the FAFSA (Free Application for Federal Student Aid) has made frequent appearances in…
Horse racing by actual horses in America may be on its last legs. Aside from big events like the Kentucky Derby, attendance at racetracks is abysmal. Crowds at Belmont in…