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Mortgage Math

Many homeowners are starting to feel the positive effects of an early recovery in housing prices. In fact, the widely-followed S&P/Case-Shiller Home Price Index, which is one of the broadest measures of national home prices, was up more than 10% for the 12 month period ending March 31, 2013. For most prospective homebuyers, the process […]

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Has the Stock Market Gone Too Far, Too Fast?

I have received several calls and emails from friends and clients of late asking if, at a level of 15,000 on the Dow Jones Industrials, the stock market has gotten ahead of itself. Certainly, measured from the trough in March of 2009, equities generally, and the Dow specifically, have more than doubled in price. That’s […]

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Can play, can’t play, technology improves and now can play.

I woke up this morning with some great news about a client of mine who is a professional athlete (he gave me permission to share). He has been called up to the Major Leagues! This in itself is quite a feat, but his circumstances make it even more extraordinary as he is pitching with a […]

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Chairman/CEO Debate

At JP Morgan Chase’s annual meeting tomorrow, shareholders will be given the opportunity to vote on whether the roles of Chairman of the Board and Chief Executive Officer should be held by the same individual. Quoting from an article published by American Banker on May 15, 2013, William Isaac states the following: “…much of the […]

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Freedom of the Seas

Having just returned from a voyage that included a stop at Gibraltar, I was reminded of just how dependent the world is on ocean traffic and the existence of several major, potential choke points, such as Gibraltar, Suez and the Straits of Hormuz. The US, accounting for more than 20% of the world’s goods and […]

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A Low Tax Bill Does Not Mean a Poor Investment Year

During a recent portfolio review with one of my clients, she asked me why she didn’t have to pay any taxes last year even though her portfolio had substantially increased in value. She said the income and gains reported on her tax return were minimal. She was expecting a large tax bill given the portfolio […]

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