It is hard to explain how good the month of November 2024 has been. Not only did the financial markets hit all-time highs, but there […]
Author: Samantha Hart
“We have two kinds of forecasters: those who don’t know and those who don’t know they don’t know” – John Kenneth Galbraith
I guess you could classify me as one of those forecasters above. I am not sure whether it is the former or the latter, but […]
The end of a great quarter and the best Estate planning plan ever…
No two ways about it – the third quarter of 2024 was an excellent quarter. As was the year ended September 30th, when all major […]
The Best Months of The Stock Market Are Coming – Get Ready For Gains!
In the first part of August, I received many phone calls from clients who believed the world was surely coming to an end. I reassured […]
Slow your roll, don’t overthink – the cavalry is on the way!
Since announcing my semi-retirement, I have been reminiscing on my 35-years of investing for clients and my 53-year CPA career. In the beginning, we did […]
“Save Like a Pessimist, Invest Like an Optimist” – Bill Gates
The month of June was an extraordinarily good month for our investments since they grew unexpectedly to mid-year heights. It is hard to imagine that […]
You Can Create Generational Wealth – Why Are You Waiting?
I know I write endlessly about the importance of investing early and often, yet most people do not realize how important this is in creating […]
Weather Forecasters Are More Trusted Than Economists
Over the last several years, the profession of an economist has fallen to new lows. And quite frankly, they deserve the demotion they have received. […]
“Everyone got burned: Wall Street missed the great stock rally of 2023”- they might have missed it, but we did not.
It is hard to explain how satisfying the financial year was for 2023. After the dire predictions of Wall Street for recession and a down […]
Stock Market Rally – A Conundrum Between What You Hear From the Media and What You See in Real Life
For the last two months, the Standard and Poor’s 500 Stock Index was up 14.1% yet you do not read much about that rally in […]