Monthly Commentary

July 2019 Monthly Commentary (Stock Market and Economic Outlook from BCA Research; Fund Profiles: Vanguard Dividend Appreciation (VIG))
May 2019 Monthly Commentary (Stocks Drop as U.S.-China Trade War Escalates; Retirement Savings Bills Have Momentum in Congress; Social Security-Funding Improves but Trouble on the Horizon)
April 2019 Monthly Commentary (Change in Fed Policy- Interest Rates to Remain Unchanged; Preparing for Retirement in 10 Years; "My Social Security Account")
February 2019 Monthly Commentary (Stock Market Outlook; When to Consider Qualified Charitable Distributions)
January 2019 Monthly Commentary (Stock Market Recovery- Is this Sustainable?; Is Your Homeowner's Insurance Coverage Adequate?; Does My Rental Property Qualify for the New 20% Qualified Business Deduction?)
November 2018 Monthly Commentary (Stock Market Update- Still Just a Correction? Shift from Growth to Value Stocks?; Inheritence Jackpot by Robert J. Silverman Esq.; Use Tax Letters Being Sent to Individuals)
October 2018 Monthly Commentary (Is This the End of the Bull Market?; Impact of Rising Rates; Social Security Benefits Will Increase 2.8% for 2019)
August 2018 Monthly Commentary (An Estate Planning Lesson from Aretha Franklin; Social Security- It Pays to Wait; On the Ballot in November: California Prop 5, Property Tax Transfer Initiative)
July 2018 Monthly Commentary (Mid-2018 Economic & Stock Market Outlook; Health Savings Accounts Offer Triple Tax Advantage; Tax Credit for Purchase of a Tesla to be reduced after 2018)
May 2018 Monthly Commentary (Risk of Owning Bonds Due to Rising Interest Rates; Schwab Transition to FDIC-insured Bank Sweep Feature)
April 2018 Monthly Commentary (Keeping Bear Markets in Perspective; Risk of a Global Trade War)
January 2018 Monthly Commentary (Major 2018 Tax Law Changes; New SEC Rule Affecting Account Distributions; Stock Market Outlook- Turbulence Ahead?)
February 2018 Monthly Commentary (What's Next After the 10% Correction?; New IRS Withholding Tables- Insufficient Withholding for Some Taxpayers; New Tax Law Regarding Pass-Through Income)
November 2017 Monthly Commentary (Possible Significant Tax Law Changes; Schwab to Add ''Trusted Contact Information''; Investor Returns- Bad Timing Costs Investors)
October 2017 Monthly Commentary (Economic & Stock Market Outlook from Vanguard; Medicare Premiums for Higher Income Recipients- Part 2)
August 2017 Monthly Commentary (Can North Korea Derail the Bull Market?; Stock Market Outlook- Still Positive (For Now); Medicare Open Enrollment Period Begins October 15th)
July 2017 Monthly Commentary (International Equities-Are They Better than U.S. Equities?; Medicare Premiums for Higher Income Recipients-Part 1)
May 2017 Monthly Commentary (The Likelihood of President Trump Being Impeached; Muted Market Volatility- What Gives?)
April 2017 Monthly Commentary (Stock Market Outlook- Due for a Short-Term Correction?; MLP Update- Recovery to Continue?)
February 2017 Monthly Commentary (Risk of New Bear Market; How to Choose a Trustee by Robert J. Silverman, Esq.; How to Obtain Your Social Security Statement)
January 2017 Monthly Commentary (Can U.S. Economic Growth Return to 4%?; Theme: Dividend-Paying Stocks; Fund Profile: Schwab U.S. Dividend Equity ETF (SCHD))
November 2016 Monthly Commentary (Possible 2017 Tax Law Changes; Impact of Trump Victory on Stock & Bond Markets; OPEC Reaches Deal)
October 2016 Monthly Commentary (Bull Market- Still No Respect; HSA's; Retirement Calculators- Do It Yourself?)
August 2016 Monthly Commentary (Fund Profile- Primecap Odyssey Aggressive Growth; Medicare Open Enrollment)
July 2016 Monthly Commentary (Will The Bull Market Continue?; What Investors Want)
May 2016 Monthly Commentary (Financial Advice for College Grads; Qualified Small Business Stock)
April 2016 (New Fiduciary Requirement for Retirement Accounts; Life Insurance)
April 2016 Life Insurance for Your Stage of Life
February 2016 Monthly Commentary (Stock Market and Economic Update)
January 2016 Monthly Commentary (Stock Market Update; Time to Take a New Look at Earthquake Insurance)

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