COVID-19 – Further Guidance Released by the IRS

You know it is strange times when one day after I write an article explaining new provisions put out by the IRS, I have to write a second article covering the clarifications the IRS released for those new provisions. Yet here we are. This afternoon the IRS released a FAQ page covering several of the questions that were left unanswered in my article yesterday and even some other areas that are worth noting.

A Response to Market Volatility

With investment markets in full panic mode as a result of the World Health Organization declaring the COVID-19 virus to be a global pandemic, traders on Wall Street are selling at virtually any price, which has caused the markets to drop into bear market territory.

Investing During the Coronavirus Outbreak

As markets come to a close on Thursday, February 27, 2020, the S&P 500 Index (U.S. stocks) and MSCI All Country World All Cap Index (global stocks) have officially entered into a correction (defined by a 10% drop from the most recent high). As equity markets experience turmoil due to concerns surrounding the coronavirus outbreak, it’s important that we take a step back and look at the situation in the context of prior pandemic outbreaks and broader market volatility.

2019 Fourth Quarter Review Slides

2019 Fourth Quarter Review Slides

2019 Third Quarter Review Slides

2019 Third Quarter Review Slides

2019 Second Quarter Review Slides

2019 Second Quarter Review Slides

First Quarter 2019 Commentary - A Tradition Unlike Any Other

It has often been said that if a Genie should offer to grant you one wish, you should ask where you’re going to die so as to never go there. The simple logic in that remark is more often it’s worthwhile figuring out what to avoid in pursuit of success.

2019 First Quarter Review Slides

2019 First Quarter Review Slides

2018 Fourth Quarter and Year-End Review Slides

2018 Fourth Quarter and Year-End Review Slides