2020
May 14, 2020 - New Cares Act Major Changes for RMDs & Retirement Contributions
- Financial Planning
April 1, 2020 - Current Market Commentary 1Q20
- Oliver Luxxe Assets
March 23, 2020 - Bond ETFs Will Never Be the Same After Coronavirus
- Bloomberg
March 12, 2020 - The Price of Admission: Part 2
- Oliver Luxxe Assets
March 10, 2020 - Some Muni Bonds Are Left Behind in Rush to Safer Investments
- The Wall Street Journal
February 27, 2020 - The Price of Admission
- Oliver Luxxe Assets
February 7, 2020 - Trade Themes & Highlights
- Oliver Luxxe Assets
January 17, 2020 - After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?
- The Wall Street Journal
January 10, 2020 - Current Market Commentary 4Q19
- Oliver Luxxe Assets
2019
December 19, 2019 - Congress Just Passed Biggest Retirement Bill
- Money
October 24, 2019 - The Repo Market, Explained
- The Wall Street Journal
October 9, 2019 - Current Market Commentary 3Q19
- Oliver Luxxe Assets
September 10, 2019 - Trade Theme & Highlights
- Oliver Luxxe Assets
August 5, 2019 - Trade Theme & Highlights
- Oliver Luxxe Assets
July 1, 2019 - Current Market Commentary 2Q19
- Oliver Luxxe Assets
June 16, 2019 - What You Need to Know About Capital Gains Taxes
- The Wall Street Journal
June 1, 2019 - Trade Theme & Highlights
- Oliver Luxxe Assets
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
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
October 22, 2017 - Common Misperceptions About Bond Investoring
- The Wall Street Journal
September 6, 2017 - Give Back to Hurricane Harvey
- The American Red Cross
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 14, 2017 - Investors View Junk Bonds as Most Overvalued in A Decade
- The Wall Street Journal
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
