Market Commentary for February 27, 2020

The Impact of the Coronavirus on the Markets In the 1970s sitcom, Sanford and Son, junk dealer Fred Sanford would commonly clutch his heart, look toward heaven and cry out to his late wife: “This is the big one! Elizabeth, I’m coming!” Well, this market correction...

Save the Environment and Save on your Taxes

Residential Energy Efficiency Property Credits Expiring December 31 Written By: Elissa Wurf, CPA, EA Most of the remaining tax credits for making energy efficient home improvements are currently slated to expire on December 31, 2016, so if you have been thinking about...

What do you mean 0% capital gains tax rate?

Written by:  Davis Barry   The current capital gains tax rate structure was created under the Jobs Growth & Tax Relief Reconciliation Act of 2003. It was extended in 2010 and made permanent under the American Taxpayer Relief Act of 2012. Below we will walk...

Market Commentary for August 8, 2016

The Paradox   July was a good month for most investment markets and added to good investment returns for 2016.  U.S. stocks were up by about 3.5% in July while other markets such as small company stocks (+6% for the month) and emerging markets (+5% for the month) had...