About Sam Waters

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4 Reasons a Recession Unlikely For The US in 2016?

February 23rd, 2016|

With all the recent talk about where the US economy is heading, Barron’s published an informative article this weekend suggesting the US is not headed into a recession.  What follows are my summary notes from this article […]

2016 Tax Rates and Contribution Limits

February 8th, 2016|

As you pull together your tax information for 2015, we thought you might benefit from this handy ‘cheat sheet’ which contains 2016 tax rates and contribution limits.  We refer to it often during the year […]

What does Warren Buffet have to say about sudden market drops?

January 20th, 2016|

A few words of advice from Warren Buffett’s  letter to shareholders taken from the 2014 Berkshire Hathaway Inc. Annual Report:

‘Anything can happen anytime in markets.  And no advisor, economist or TV commentator – and definitely not Charlie [business […]

What’s an investor to do at times like this?

January 14th, 2016|

As we write, the Dow and S&P 500 are down about 7% and the NASDAQ is down 10% in 2016.  As the TV networks, social media, and newspapers are hyper focused on this drop, many […]

6 Questions You May be Asking after the Market Drop

January 7th, 2016|

6 Questions You May be Asking after the Market Drop
1. How worried should I be about China?

We don’t see China’s current woes dragging down global equity returns for a long period of time.  China was […]

What is ‘tax loss harvesting’ and should I do it? You only have until 12-31 to decide!

December 29th, 2015|

What is ‘tax loss harvesting’ and should I do it? You only have until 12-31 to decide!

It has been said, ‘When life gives you lemons, make lemonade’.  If you have a diversified investment portfolio, you […]

Where is the Stock Market Headed?

December 18th, 2015|

The answer to the oft asked question “Where is the stock market headed?” is that simple-no one knows. Some feel that because U S stocks have risen so much in the last 6 ½ years […]

BREAKING: Reinstatement of the Popular IRA Charitable Rollover for 2015

December 17th, 2015|

We have had clients patiently waiting to see if Congress would reinstate the popular IRA charitable rollover for 2015.  The good news today is that they probably will (they hope to get this done by 12/25/2015).  […]

How do global markets react to terrorist attacks? Have reactions changed since 9/11?

December 8th, 2015|

What investors need to keep in mind
The recent, horrible terrorist attacks in Paris remind us not only of the sadness of terrorist cruelty, but they also prompt consideration of the potential effects on the financial […]

Democrats, Republicans and Bears, Oh My

December 1st, 2015|

How political parties affect the markets and the economy
Does the party occupying the White House affect the U.S. stock market, gross domestic product (GDP), and other economic measurements?  How does the party controlling Congress affect […]