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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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All Good Things Must Come to an End.

BLOG, MARKETS & ECONOMICS  |  21 Jun 2017

By Jon Aldrich Just like summer, a riveting novel or a great vacation “All good things must come to an end.” So wrote, the Father of English literature, Geoffrey Chaucer in his poem “Troilus and Criseyde-The Siege of Troy” way back in the 1380’s. So, does this apply to the stock market as well? Stock…

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Basic Password and Online Computer Hygiene

BLOG, OTHER  |  4 Apr 2017

By Jon Aldrich   Image Source http://blog.hotspotshield.com                           It is still hard to believe, but did you know that 2 of the most commonly used passwords to access online accounts are still “password” and “123456”? There are a lot of nefarious individuals and…

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Is a Border Adjustment Tax (BAT) just Batty?

BLOG, MARKETS & ECONOMICS  |  28 Feb 2017

By Jon Aldrich We all know by now that President Trump aspires to build a wall between the U.S. and Mexico and he has stated that he is going to have Mexico pay for it. You may wonder, How is he going to get Mexico to do this? Enter, the Border Adjustment Tax. What is…

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Interest Rates are Up, Are Bonds in Trouble?

Why Bond Investors Shouldn’t Panic by Jon Aldrich Two events occurred in the last quarter of 2016 that many thought may never happen. The first was the Chicago Cubs winning the World Series and the second was, after many years of ultra-low rates, interest rates finally started rising. Since Donald Trump was elected, back in…

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TRUMPED!

BLOG, MARKETS & ECONOMICS  |  9 Nov 2016

By Jon Aldrich By now, we have had just a little time to digest the stunning results of the presidential election with Republican candidate Donald Trump pulling off a shocking upset of Democrat Hillary Clinton. Going into the election most national polls did not give Trump much of a chance, but with elections just like…

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THE PRESIDENTIAL CANDIDATES CURRENT TAX PROPOSALS

BLOG, TAXES  |  7 Oct 2016

By Jon Aldrich We are getting down to the final stretch for the upcoming Presidential election. It has been an interesting campaign, to say the least, and Trump & Clinton have both changed their positions on several issues over the last several months. The purpose of this article is an attempt to summarize the 2…

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Wake Me Up When September Ends

BLOG, MARKETS & ECONOMICS  |  6 Sep 2016

By Jon Aldrich The band, Green Day penned the song “Wake Me Up When September Ends” a few years ago, but it often applies to investors in the stock market. Why is this? Well, September is the only month of the year where the median return has been negative going back to 1928. Every other…

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