Six Quick Thoughts on the Coronavirus Market Meltdown
As I sit to write this post, the Dow Jones Industrial Average is down just less than 1,000 points. Concerns around the impact of the Coronavirus on both human lives
February 24, 2020
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Four Strategies for Managing the SALT Deduction Cap
For those who live in states with high income tax rates like New York or New Jersey, you may have been impacted by the 2017 Tax Cuts and Jobs Act
February 13, 2020
Long-Term Equity Returns – A Reasonable Expectation
As we begin the new decade, I thought this would be a good time to consider what a reasonable long-term equity return expectation might look like. While not particularly helpful
February 5, 2020
The SECURE Act – Congress passes significant new retirement plan legislation
In the final session of 2019, Congress passed and the President signed, the SECURE Act (The Setting Every Community Up for Retirement Enhancement Act), a significant piece of legislation that
January 3, 2020
Getting to Know the Fifth Set Credentials – The Enrolled Agent (EA)
When an individual or business needs a tax professional, the credential most typically sought out is the certified public accountant (CPA). However, there is another, albeit less well-known designation, that
December 19, 2019
IPOs – High Profiles, Low Returns – Following the Evidence
One of the benefits derived from the evidence-based investment approach is the systematic avoidance of underperforming investment strategies. Media narratives and marketing drive many of these strategies, that while they
December 12, 2019
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Ian A. Post, CFA, CFP®
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