Select Readings


2019

April 1, 2019 - Current Market Commentary 1Q19 - Oliver Luxxe Assets

March 6, 2019 - Muni Bonds Enjoy Historic Run Despite Tax Overhaul - The Wall Street Journal

January 1, 2019 - Current Market Commentary 4Q18 - Oliver Luxxe Assets

 

2018

December 26, 2018 - Ugly Markets Might Contaminate the U.S. Economy - Bloomberg

October 1, 2018 - Current Market Commentary 3Q18 - Oliver Luxxe Assets

July 31, 2018 - US Workers Get Biggest Pay Increase In Nearly A Decade - The Wall Street Journal

July 16, 2018 - Positive Fundamentals Offsetting Trade War Risk - Evercore ISI Research

July 10, 2018 - Run The Numbers on Your Your Retirement Plan - The Wall Street Journal

May 20, 2018 - 3 Social Security Secrets Most Americans Don't Know - The Motley Fool 

April 23, 2018 - How to Protect a Retirement Plan in a Down Market - The Wall Street Journal

February 5, 2018 - The Return to Normal Risk - The Wall Street Journal

 

2017

December 19, 2017 - U.S. Business Find Welcome Surprises in Tax Bill - The Wall Street Journal 

November 19, 2017 - A Millionaire Tax Rethink - The Wall Street Journal 

October 22, 2017 - Common Misperceptions About Bond Investoring - The Wall Street Journal 

September 6, 2017 - Give Back to Hurricane Harvey - The American Red Cross 

September 6, 2017 - Where to Get Your Social Security Answers - The Wall Street Journal

August 28, 2017 - Why Emerging Markets Now - Lazard Asset Management

July 11, 2017 - The Bigger the Muni Bond, the Better the Return: Bank of America - Bloomberg 

May 1, 2017 - Connecticut's Tax Collections Miss Forecast, Leaving Budget Gap - Bloomberg 

March 23, 2017 - New Jersey’s Credit Rating Lowered by Moody’s Over Pension Debt - Bloomberg 

March 14, 2017 - Investors View Junk Bonds as Most Overvalued in A Decade - The Wall Street Journal

February 13, 2017 - 2017 Municipal Market Outlook - Barron's WSJ 

January 20, 2017 - Avoid the Slippery Rungs of the Muni Ladder - Value Walk 

January 3, 2017 - Don't Count Out Seasonal Patterns to Predict Rates - Bloomberg 

 

2016

November 14, 2016 - Trump Agenda Could Promote Economic Growth - Barron's WSJ 

August 31, 2016 - Finding Safer Ground at Palo Alto Networks - The Wall Street Journal 

July 6, 2016 - 3 Things to Know About Record - Low U.S. Yields - Bloomberg 

June 14, 2016 - Muni Yield Curve Narrowest in 8 Years Shows No Fed Fear - Bloomberg 

May 9, 2016 - Don't Be Like Prince. Set Up an Estate Plan Now - CNBC 

May 3, 2016 - Voices: How to Advise Clients on Unequal Distributions to Heirs - The Wall Street Journal 

April 18, 2016 - Corporate Defaults on the Rise - Business Insider 

February 25, 2016 - Older Americans Say Social Security Is Giving Them Wrong Information - The Wall Street Journal 

January 31, 2016 - What Is Rolling Down the Yield Curve? - The Wall Street Journal 

January 31, 2016 - A Strategy to Maximize Social Security Benefits - The Wall Street Journal 

 

2015

December 6, 2015 - An Untaxing Transfer of a 529 - The Wall Street Journal

November 8, 2015 - How to Be Smarter With a '529' Account - The Wall Street Journal  

 October 28, 2015 - Game Almost Over for Social Security Claiming Strategies - Investment News 

October 14, 2015 - Muni-Bond Buying Falls to Decade Low as Investors Balk at Yields - Bloomberg Business 

October 12, 2015 - Beware of Tax Surprises Lurking in Mutual Funds - The Wall Street Journal 

October 5, 2015 - Nelson Peltz Big Bet on GE - The Wall Street Journal 

September 20, 2015 - Google Should Be Very Scared of What Amazon Built - Business Insider 

July 16, 2015 - Carl Icahn Fuels Criticism of Bond ETFs - The Wall Street Journal 

July 6, 2015 - Puerto Rico Insured Debt at 76 Cents Lures Muni Buyers to Island - Bloomberg Business