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Houston, We Have a Problem

July 21, 2026 If you wanted SpaceX at its IPO price, you probably didn’t get any. It was well over-subscribed – lots of buyers, not enough sellers. So most people who wanted it bought it when trading started, on or after 6/12. The IPO price was $135. The first closing price on 6/12 was $161. On its third day it peaked at $225. As we write this at 10:47am on July 21, the price stands at $127. The good news is that if you were dragging your feet on buying it, now you’ll get a nice discount! We sincerely hope that anyone ... Read More

Sell in May and Go Away!

May 2, 2026Have you heard that one? Seems to be 50/50 when we ask. A client said it last week, so let’s indulge. It’s a few decades old. Someone once (mistakenly) thought that the market was a sure bet to waste your time and money between May and August. Buy back in September, they would’ve advised. Well…that’s bad advice. Those who read this likely know by now that market timing in any way, shape or form does not work. That’s not an opinion – it’s scientific fact. We’re sure you’re sick of hearing it! So let’s look instead: Jared Blikre of Yahoo ... Read More

Patience in Investing: 2026 Update

March 19, 2026The saying “Risk equals reward” is incomplete on its own. For example, were you to say, “Risk equals reward, but not all risks are rewarded”, you’d be correct (that’s a topic for another time). Furthermore, there’s a time factor involved in the reward side of this simple equation. We’d say, “Risk equals reward. But you must wait for it.” How long? You never know. And therein lies the risk. While we’ve recently hit new highs (February 26th), the road to these levels has been peppered with periods of no growth, or no reward for the risk – periods that can ... Read More

Tax Law Changes

January 21, 2026Here are the important changes that affect your 2025 taxes and beyond: Increase in Deductibility for State / Local Taxes What changes: Before 2025, state, real estate, and excise taxes combined were only deductible up to $10,000 in aggregate. That limit is now $40,000. Further Restrictions: N/A Income Limit: Yes, if your income is greater than $500,000, the excess deduction is phased down. Increased Standard Deduction for Senior Citizens What changes: There is an additional deduction of up to $6,000 for each person who is over 65 by year-end. Further Restrictions: N/A Income Limit: Yes, if your income ... Read More