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Relief for Taxpayers Impacted by Hurricane Harvey

Individuals and businesses impacted by Hurricane Harvey have been granted tax relief by the IRS.  The following counties are eligible: Aransas Bee Brazoria Calhoun Chambers Fort Bend Galveston Goliad Harris Jackson Kleberg Liberty Matagorda Nueces Refugio San Patricio Victoria Wharton EXTENSIONS:  Individuals and businesses with valid extensions (due to expire 10/16/17 and 9/15/17 respectively) will [...]

Investor Expectations around the World

Poor Millennials.  Always getting picked on. A recent global survey by British asset management company Schroders found that most investors have rather unrealistic expectations.  U.S. investors have the most inflated expectations of anyone in the world.  Millennials (defined as ages 18-35) are the worst offenders. How do Americans stack up?  The average European investor expects [...]

Intra-Year Market Drops vs. Year-End Results

Although investors claim to accept market fluctuation as normal we find precipitous selloffs overwhelming.  Why? . . . because they happen rapidly and randomly. Lost in the sea of emotion is that equity market annual returns have been mostly positive despite significant market declines in each year.  Since 1980 the average intra-year pullback in the [...]

Irrational Exuberance – Bull Market vs. Investment Mania

Semantics?  No! Bull markets end when the smart money (i.e. buying based upon fundamentals) changes its perception of earnings growth.  Markets “crash” when the dumb money (i.e. buying based upon recent performance) will no longer chase prices higher than already inflated levels. Where has the smart money been?  It’s followed businesses benefiting from increasing earnings, [...]