Stock markets returned to their winning ways last week after falling the previous week. The S&P 500 soared 3.5%. The global MSCI ACWI rose 2.8%, and the Bloomberg BarCap Aggregate Bond Index edged 0.1% lower. The moves higher in the S&P 500 and MSCI ACWI were both large enough to overcome last week’s losses. Read more
Tax season is officially upon us and with it comes the inevitable new wave of tax season identity fraud. Every year, thousands of people lose millions of dollars and their personal information to tax scams during tax season. As taxpayers become more sophisticated at spotting scams, so do the scammers. They use regular mail, telephone and email to scam taxpayers, tax professionals, and even HR and payroll departments through phishing attacks and malware.
Published by Mark Schlipman
It Takes a Team: Taking the long view in a short-sighted system
Recently, I spoke with a physician who was stunned that his colleagues did not have adequate money for retirement. Incredulously, he said to me, “You take a person who earns $400,000 per year and multiply that over 30 years, that is $12 million dollars of earnings. How can they not have saved enough?”
Mark and Mary Show on September 18, 2017