What’s Next?

I always enjoy writing with good news and have some for you today. As I write this, the S&P is up roughly 32% from its lows in March and we are only down a “mere”…

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CARES Act: RMDs, Charitable Giving and IRA Contributions

In March, Congress passed the Coronavirus Aid, Relief and Economic Security Act (CARES Act), a $2,000,000,000,000 (two trillion) dollar stimulus package. National news outlets have covered the most well-known benefits; taxpayer payments, tax filing deadline delays…

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2020: Trump, Iran and RMDs

Well, the first 20 days of 2020 have been very eventful. Trump is continuing with his never-ending tweets; Iran shot down a civilian Turkish airliner and shot missiles at US bases in Iraq; US and…

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Recession? You bet. Keep reading.

Will we have a recession? Is it coming? The answers to both those questions are yes; but, please keep reading. What nobody truly knows is when a recession will actually take place. Economist use charts,…

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Socially Responsible Investing

Often investing focuses mainly on profits and returns.  However, return doesn’t just have to be about the amount of money you earn, it can be about making a difference in the world you live in. …

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Bitcoin, Blockchain and Cryptocurrency

Let’s start with a basic explanation of what Bitcoin is.  Bitcoin is a form of cryptocurrency just like the U.S. Dollar is a form of traditional currency.  Theoretically, you can use cryptocurrency (crypto) to buy…

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MWM | June Commentary

What a long, strange trip it’s been. 2019 started out with strong growth as the market jumped in January to an 8% growth rate and continued its rise through February, but a detour emerged in…

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1st Quarter 2019 Review

Thankfully, the financial markets rebounded in a strong way from the dismal end to 2018. If we had to summarize the year-to-date market performance in a sentence, it would be this: markets rebounded strongly from…

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