Long and Short Term Perspectives – March 24, 2025
March 24, 2025 Good morning, In late December, I wrote a few Morning Notes about the bubble valuation of the market and the potential risks a market at extreme valuations carries. To trigger a memory, I ended each bubble valuation notereferencing Warren Buffet’s record cash holdings. While the market has gotten 10 – 15% cheaper since then, valuations […]
BOI Reporting Update: FinCEN Removes Requirement for U.S. Companies
Beneficial Ownership Information (BOI) Reporting Update FinCEN has removed the requirement for U.S. companies and persons to report beneficial ownership information (BOI) under the Corporate Transparency Act, effective March 2, 2025. Now, only foreign entities registering to do business in the U.S. must report BOI, but they are not required to disclose U.S. persons as […]
Investment Commentary – March 24, 2025
What Happened US equity markets finished the week up after four consecutive weeks of negative returns. Markets were focused on the Fed’s Summary of Economic Projections, which showed that the Fed expected slightly slower economic growth and slightly higher inflation. However, Chairman Powell calmed market fears at the news conference after the FOMC meeting, where […]
Economic Commentary – March 24, 2025
With the Trump Administration’s “major” reciprocal tariffs scheduled to be announced — and possibly take effect— on April 2, the focus is increasingly on the possible production and employment impacts of tariffs. The Administration itself has warned that there will be an “adjustment” period for the economy, and it is the nature of those adjustments, as perhaps […]
Are You a High Earner But Still Broke? Five Fixes for That
March 24, 2025 If you’re a HENRY (a higher earner, not rich yet) but feel like you still live paycheck to paycheck, there are steps you can take to get control of your financial future. As published in Kiplinger HENRYs, or high earners, not rich yet, are professionals who earn significant income but struggle to […]