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 2019-08-01: No. 15

Stock Market Update - Why this Year's Big Gains Leaves Us With Mixes Feelings

August 01, 2019
The stock market, as measured by the S&P 500 large companies is up 20% year to date.
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Stock Specific Update

August 01, 2019
We still like most of the stocks mentioned at the Investment Seminars in New York and Chicago last December and would add to positions in all of them.
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Where to Keep Cash That's Waiting to be Reinvested

August 01, 2019
Brokerage sweep accounts are paying only about...
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NY Dentist Nailed for Tax Fraud

August 01, 2019
New York Dentist Offers Lesson in How NOT to Report and Pay Income Tax
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How to Handle Practice Goodwill in a Divorce

August 01, 2019
Should a practice’s goodwill value be included in the marital assets that are up for division?
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Doctors' Liability to Employees for Extended Medical Leave

August 01, 2019
What is the doctor's liability to an employee if the employee is absent for a prolonged period of time?
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Buying Your Parents' Home

August 01, 2019
Consider the situation where the proud parent owns a home, free and clear, but has little else.
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QSEHRA Compliance

August 01, 2019
We sympathize with the amount of time involved in reimbursing employees...
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Chicago Advanced Investment Seminar Update

July 15, 2019
We're Thrilled that Kathy Jones Will be a Guest Speaker at Our Chicago Advanced Investment Seminar
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Why We Don't Routinely "Rebalance" Our Investment Portfolio

July 15, 2019
Why We Don't Adopt the Standard Mantra of Rebalancing Our Portfolio
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When to Sell a Stock

July 15, 2019
We have two different sell approaches, for two different situations.
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The "Taxpayer First Act"

July 15, 2019
Good News for Taxpayers!
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