by Derek Dall'Olmo | Feb 11, 2021 | Uncategorized
How often do you see someone on the road driving completely recklessly? Weaving in and out of traffic, going way too fast, slamming on the breaks – all to save a few minutes on their commute. A) he or she is risking their safety and the safety of others, and B) that...
by Derek Dall'Olmo | Feb 3, 2021 | Monthly Market Brief
Executive Summary Small traders make noise in beaten-down stocks, while the overall stock market fluctuated in January A Democratic administration and Congress could mean significant changes to tax policy and even some opportunities Tax season is in full swing –...
by Derek Dall'Olmo | Jan 18, 2021 | Uncategorized
Walking into a grocery store without a plan (or a list) can be a recipe for disaster. They say never go to the supermarket on an empty stomach, otherwise, you will select unhealthy items or just grab anything you see on the shelves. The same can be said for investment...
by Derek Dall'Olmo | Jan 6, 2021 | Monthly Market Brief
Executive Summary Stock market surges to end a tumultuous 2020 Diversified investors benefited from particular strength in small companies and foreign stocks Mortgage rates fall to record lows as housing prices hit all-time highs Michigan’s unemployment rate ticks up,...
by Derek Dall'Olmo | Dec 29, 2020 | Uncategorized
You know that old story – “Warren Buffett pays a lower tax rate than his secretary!” Is it true? Let’s take a look. He might – if he is paying taxes via long-term capital gains and his secretary is making a rather large salary (taxed at normal income tax rates). The...
