Advisory Notes
September 2024 – Third Quarter in Review
As fall rolls in and we say goodbye to summer, the third quarter has created some fireworks.
Click here to read full article
July 2024 – Second Quarter in Review
As we head into the second half of 2024, we see inflation moderating towards the 3% mark from the highs of 10% eighteen months ago.
Click here to read full article
March 2024 – First Quarter Report
The first quarter of 2024 was full of tepid enthusiasm.
Bull and Bear Bulletin
Bull and Bear Bulletin - December 2024
Since the eve of the presidential election on November 4, 2024, the Russell
2000 Index, comprised of smaller companies, has reached a 52-week high.
Click here to read full article
Bull and Bear Bulletin - November 2024
Six and and a half years ago, a Bull & Bear was written about using sign-up bonuses offered by credit card companies to pay for free vacations.
Click here to read full article
Bull and Bear Bulletin - September 2024
At September’s Federal Open Market Committee (FOMC) meeting, monetary authorities reduced the current short-term policy rate of 5.5% by 50 basis points.
Click here to read full article
Bull and Bear Bulletin - June 2024
The stock market has added another 12% of returns following last year’s strong performance, partially fueled by expectations of eventual rate cuts by the Federal Reserve.
Tax Titbits
Beneficial Ownership Information Reminder
In 2021, Congress enacted the Corporate Transparency Act. This law creates Beneficial Ownership Information (BOI) reporting requirement as part of the government of the United States efforts to make it harder for bad actors to hide or benefit from their ill-gotten gains through shell companies or other opaque ownership structures.