Category: Blog

The “One Big Beautiful Bill Act” of 2025 (OBBB) brought a wave of new tax breaks, from “no tax on tips” to beefed-up deductions for seniors and even interest deductions on American-made cars. But for high...

Warren Buffett officially retired as CEO of Berkshire Hathaway at the end of 2025. At the still-sprightly age of 95, after six decades,  the “Oracle of Omaha” has hung up his spurs.  There has been a wave of articles revisiting...

After a rocky start to the year, markets have staged a strong comeback. What began as a sharp pullback and rising investor anxiety has turned into one of the more impressive rebounds we have seen in recent memory. The S&P...

If you blinked, you might have missed it. April 2025 delivered one of the most remarkable financial market turnarounds in recent history. After a sharp sell-off driven by fears of new tariffs and geopolitical uncertainty, global...

In the mid-1980s, I was about a year into a new position with Merrill Lynch. I was fortunate to have landed there and felt a deep sense of gratitude and responsibility. I worked hard and learned fast, but at the time, I didn’t...

In the mid-1980s, I was about a year into a new position with Merrill Lynch. I was fortunate to have landed there and felt a deep sense of gratitude and responsibility. I worked hard and learned fast, but at the time, I didn’t...

Markets are jittery, global headlines read like a slow-motion economic collision, and investors, especially the more conservative ones, are wondering whether they should be acting more defensively or sticking to long-term plans....

The year 2024 stood out as a period of robust performance for US markets, highlighted by a 25% total return S&P 500, right after a 26.3% gain in 2023. This success came despite weak global growth and underscored the unique...

Election season always brings a sense of heightened anxiety, with many people worrying about how the outcome will affect the economy, their investments, and the market as a whole. This concern has only intensified over the past...

In 1982 English rock band The Clash released their hit song Should I Stay or Should I Go?. You’ve likely heard it, but like me may not have realized that it took ten years to reach peak popularity, and that was largely due to a...