
2019 Year End Tax Planning
As we come towards the end of 2019, we would like to take the time to ensure all of our readers are implementing the right strategies to reduce their tax bill or avoid penalties. As always, please consult with your

As we come towards the end of 2019, we would like to take the time to ensure all of our readers are implementing the right strategies to reduce their tax bill or avoid penalties. As always, please consult with your
"That’s the lesson worth sitting with more than any single data point below: being rightfully defensive during Q1 did not help you during Q2. Markets can quickly move from one regime to the next and back again."
Please read my market commentary for 2Q26!
"Markets were being held up by four factors heading into the year: solid Goldilocks economic data, AI enthusiasm, expected Fed rate cuts, and a tolerant attitude toward policy noise. All four came under pressure simultaneously in Q1."
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