Taxes & Rules
Update from White Oak
The IRS has announced that the federal income tax filing due date for individuals for the 2020 tax year will…
Our Thinking — 2021
Everything we published in 2021, newest first. These were written about the market as it stood on the day, so the date matters as much as the words.
21 posts from 2021 · page 2 of 2
Taxes & Rules
IRS Deadline Changes
Yesterday, the Treasury Department & IRS extended the federal tax filing deadline for individuals to May 17, 2021. Here is…
Market Snapshot
Market Conditions
This image provides the overall, equity market conditions based on point and figure indicators for March 11, 2021.
Market Commentary
Where Do We Stand Today?
Global markets experienced yet another exceptionally volatile week as bond rates continued to move higher, although Friday's session proved to…
Market Commentary
So Now What?
Between the end of last year and mid-February, the market hit a series of all-time highs. Even with optimism over…
Market Snapshot
Market Conditions
This image provides the overall, equity market conditions based on point and figure indicators for February 5, 2021.
Market Commentary
Are Valuations Too Lofty?
Twenty-twenty (2020) was a year of head-scratching drama. The year started off great with low unemployment, an economy humming along,…
Market Commentary
Office Introductions & Analysis of Financial Markets in Unified Political Environment
We know that the current political climate has many investors wondering how the US equity markets will perform under unified…
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