Articles and White Papers

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Whether for outdoorsmen, environmentalists, or former US Presidents, the conservation easement has offered tax efficiency for many.

While conservation easements have for years been a sensitive topic with the IRS, they remain a tax-efficient tool for those interested in both environmental conservation and deductions when properly administered.  As clients consider taxes in advance of year end, conservation charities may become useful tools. In 2019 two clients each had a question.  One of

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August Market Outlook: Sell in May and Go Away?

Among financial professionals, “Sell in May and Go Away” is a well-known adage. This adage refers to historic market underperformance from May to October. If there is indeed correlation between peak vacation season and market volatility, one would think that the summer of 2021 reopening from COVID-19 lockdowns would be the coup de grâce against

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Speculating vs Gambling

It is important for clients to know the difference between speculation and gambling. When investors speculate, they open positions in packages of assets that are riskier than the market. True speculation involves analysis of a company’s attributes such as rarity, growth potential, product development, etc. If the proper analysis is conducted, investors can enjoy market

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Q3 2020 Market Outlook

Recent market volatility makes it easy to forget that just six months ago the markets entered the 10th year in a row of its bull run. At that time, not only were the markets overvalued, but the length of the record-breaking bull run dictated caution. Furthermore, several considerations such as a housing crisis, debt levels,

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2020 Corona Revised Outlook

The S&P 500 is down 34% from its recent February all-time highs. Even a month ago, no one could have predicted the pace and extent of this sell-off. Although news remains heavily tilted towards ‘glass half empty’ surrounding the potential economic impact of the Coronavirus, indicators and fundamentals are showing that many segments of the

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2020 Market Outlook

Although history tells us that 2020 will see another rise in the markets, there are several contributing factors that may cause 2020 to be a historical outlier. For example, 2020 is unique in that we are currently in a record-breaking bull run. We are in an election year and election years are typically more volatile.

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