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Taken For Granted

BLOG, OTHER, PERSONAL FINANCE  |  20 Aug 2018

By Jon Aldrich Take for granted. It is something I am sure all of us are guilty of from time to time. I know I sure am and probably way more than I would like to admit. So, how do we define “Take for Granted”: Let’s just focus on the first definition. We have too…

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2nd Quarter Markets Summary

BLOG, MARKETS & ECONOMICS  |  3 Jul 2018

By Jon Aldrich Market volatility calmed down a bit in the 2nd quarter after a tumultuous 1st quarter that saw an end to the unprecedented calm of 2017. 2018 has been a return to normalcy for stocks after one of the calmest stretches for equities in history that was 2017. The economic cycle and the…

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2018 First Quarter Market Summary

By Jon Aldrich It has been a long time coming, but for the first time in nine calendar quarters, most of the major stock and bond indexes were down. So far we have only seen modest declines for the year but it does remind us that yes, markets can and do go down from time…

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Beware, The Ides of March

By Jon Aldrich The Death of Caesar (1798) by Vincenzo Camuccini We are probably all familiar with the famous quote “Beware the Ides of March” from Shakespeare’s tragedy of 1599 Julius Caesar . It was a warning that a soothsayer gives to the Roman Leader, Julius Caesar, to let him know that his life is in peril, and he…

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Simple Facts About the Market Correction

BLOG, MARKETS & ECONOMICS  |  9 Feb 2018

By Jon Aldrich Anthony Isola an advisor @ Ritholz Wealth Management an advisory firm based in New York Tweeted out this notecard a couple of days ago and called it “A Market Crash on a Card”. It is a very simple yet extremely helpful look at what we as investors need to consider as we…

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Well, It’s About Time

BLOG, MARKETS & ECONOMICS  |  6 Feb 2018

By Jon Aldrich It has been quite some time since the stock market has had a rough stretch like it is incurring right now. Of course, the news media and CNBS are doing their best to make a “mountain out of a molehill”. The truth of the matter is that the market was overdue for…

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Here is Your New Simplified Tax Law

BLOG, TAXES  |  19 Dec 2017

Here is Your New Simplified Tax Law By Jon Aldrich   The House and Senate have now both approved the reconciled version of the Tax Cuts and Jobs Act (TCJA) of 2017 and it will soon be on the President’s desk awaiting his signature to become law. The House and Senate versions were somewhat different,…

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TAX REFORM? GUESS WE WILL SEE

BLOG, MARKETS & ECONOMICS  |  20 Oct 2017

Well, the Republicans were promising to get our tax filings down to a postcard size tax return, but after reviewing the House of Representatives tax reform proposal, it will have to be one super-sized postcard. Did anyone really think we were ever going to file our taxes on something the size of a postcard anyway?…

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The Equifax Data Breach.

BLOG, PERSONAL FINANCE  |  12 Sep 2017

The Equifax Data Breach.  OK, Now What Do I Do? By Jon Aldrich (AP Photo/Mike Stewart, File) The world is really a dangerous place and just seems to get more so all the time. As I write this on September 11th, and reflect on that awful day that none of us will ever forget, it…

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Help! The IRS is Calling to Arrest Me.

BLOG, PERSONAL FINANCE  |  25 Aug 2017

By Jon Aldrich  Image Courtesy of www.fox13now.com I would venture a guess that I probably get about 6 or 7 robocalls a day on my cell phone from telemarketers or scammers. I have either won a “free” vacation, or they are trying to sell me doors and windows, or I am eligible for a loan…

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