As January goes, so goes the year I love “rules” like this. Early in my career I used to pay close attention to them, like this one, “sell in May and go away”! There is probably as much scientific proof behind either of those “rules” as there is trusting Punxsutawney Phil with predicting the weather....Read More

by ACM Wealth ACM Wealth Administrator Tax Rates There are currently seven tax brackets, ranging from 10 percent to 37 percent. This rate structure was established under the Tax Cuts and Jobs Act (TCJA) and is set to expire January 1, 2026. Trump’s Plan: Maintain the current rate structure under the TCJA and therefore extend TCJA tax...Read More

by Dr. Charles Lieberman Chief Investment Officer The stock market continues to hang in near all-time S&P highs, even as unemployment is still quite high, virus cases spike, politicians are unable to agree on a fiscal stimulus package despite the agreed upon need, and election uncertainties loom.  How can this be? A critical part of the...Read More

by Jeff Deiss Harvesting losses on an annual basis is a prudent strategy that we employ and where we have more flexibility than other money managers because we focus on buying individual securities.  In addition to harvesting losses, investors should recognize that managing your gains is also part of investing (rebalancing).  The value of continuing...Read More

by Paul Broughton The current news is very concerning and, to many people, very disruptive.  We have fires raging in California and social unrest in many cities.  The presidential debates got off to an unruly and ugly start.  Voting by mail looks to be a divisive issue, and, in turn, may lead to a contested...Read More

Don’t be fooled by the talking heads on television, the only loser after the presidential shouting match last Tuesday evening were the people of the United States of America. The entire debate can be summed up in 2 words. Embarrassing and cringeworthy!   What is the market telling us? We saw markets have a knee...Read More

A 17-Year-Old Asked Me About Trading Options The title isn’t a hypothetical folks, it happened last week! My kids are typical, they ride their bikes up and down my street, trying to actively take years off of mine and Christina’s lives with their lack of discretion towards danger. Alas, we call in reinforcements from time...Read More

by Kevin Kern After 5 months of home confinement, dozens of ZOOM meetings and rearranging the furniture my wife Sheila decided we needed to get out of the house.  Before I knew enough to protest, we were on a plane to “Big Sky” country and Yellowstone National Park.  Normally I would have jumped at this idea...Read More

Easy Come, Easy Go Happy Labor Day everyone! Today, we all get a well-deserved day off, but that doesn’t stop the need for real news without the noise. Especially after last week. Volatility came back into our lives after a seemingly endless climb to record highs for US Stock indexes. For many, their fear meters...Read More

Kamala Harris is the VP pick, is the market going to crash now? I have spoken to many of you over the past few weeks about your fear of a market correction based on the outcome of the presidential election. When I am looking at my own accounts and portfolio, I think about the same...Read More