Market Commentary
Update from White Oak
The first quarter of 2020 is officially behind us, and it will go down in the record books as one…
Our Thinking
These are the letters we send to clients. They were written on a particular day about the market as it stood that day, so the date matters as much as the words — we publish them here unedited, as a record of how we were thinking at the time.
Showing 12 of 137 posts · page 9 of 12
2020
Market Commentary
Earnings Season during a Pandemic
Yesterday marked the beginning of earnings season for the January/March 2020 quarter. Such backward-looking data does not tell us much…
Market Commentary
The Bottoming Process
It’s been quite the ride so far this year, and we are pleased to say that our Fidelity accounts have…
Taxes & Rules
Changing Tax Deadlines
While the market continues its unsettled and very unsettling behavior, other developments from Federal and State governments are springing into…
Market Commentary
A Recession? What Does It Mean for the Markets?
The economic fallout from the COVID-19 virus continues to grow, with more events being cancelled and businesses scaling down or…
Market Commentary
Searching for the Bottom
You may remember prior posts when I talked about corrections being a process and part of that process is finding…
Market Commentary
Important Technical Levels
Keeping a long-term perspective is always important, but it’s essential when markets are stormy and emotions are running high. A…
Market Commentary
Market Irrationality
The markets continue to ping-pong – up 1,000 / down 1,000 – rattling the nerves of investors and bystanders alike.…
Market Commentary
Reading Past the Headlines
The markets are trading sharply lower this morning and undoubtedly you have heard the news media screaming about plunging oil…
Market Commentary
Another Correction
As you are likely aware, the market is trading lower again today on worries related to the coronavirus. And now…
Market Commentary
Headline Risk & the Threat of a Pandemic
As you are probably aware, the market sold off on Friday and is selling off again today. As I write,…
2019
Taxes & Rules
Changes to Retirement Savings Rules
You may have already heard that year-end legislation to fund the government included changes to retirement savings law. The following…
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