behavioral ADVISOR How to Avoid Overreacting to Taxes With the sharp market rebound, investors may find sizeable gains and tax consequences in their portfolios. Few things generate a more emotional …

The Halloween Effect In our previous commentary, we discussed the well known seasonal adage known as “Sell in May and Go Away.” The corollary to that is the “Halloween Effect,” …

Markets recovered quickly and nicely from the pullback in September. All of the major indices saw big gains ranging from 4% to 7% since October 1. As a result of …

Three-and-Three Weekly Our observations on recent and upcoming developments of interest to investors. LOOKING BACK 1. Biden Introduces New Social-Spending and Climate Framework After extended negotiations with Congressional Democrats, President …