Feb 72 min2024--Off to a Positive Start!The stock market has moved higher thus far in 2024 with investors anticipating the Fed cutting interest rates, no recession and a return...
Jan 265 minJanuary Quarterly Newsletter - 2024The Looming Revert The tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what they...
Jan 23 minExpect the UnexpectedOne year ago, steadily climbing interest rates led 85% of economists in one poll to predict a recession in 2023. In March, Fed Chairman...
Dec 6, 20232 minA Memorable NovemberIn our September 29 letter, we noted that historically the S&P 500 Index has been quite strong in the 4th quarter in years when it was...
Oct 12, 20235 minOctober Quarterly Newsletter - 2023Highlights of this Special Edition Newsletter: LVM's Year-End Financial Planning Checklist Giving to Charity through CRT or CLTs TD...