Yesterday’s consumer price index (CPI) report showed prices rose 3.3% for the year through March 2026. Inflation looks like it’s back. That reading is a…
Category: Uncategorized
Quirk in New Jersey tax code?
It’s one week from tax day, so I thought a post on taxes would be appropriate. Everyone should work with a competent accountant. But that’s…
WSJ on Donor Advised Funds
Today, the Wall Street Journal has an interesting article about donor advised funds (DAFs).These are funds where an investor can contribute assets, including highly appreciated…
Newsletter on War and Volatility
Here is Mindful Advisory’s newsletter on war and volatility. Nobody knows when the Strait of Hormuz will be opened, and high oil prices are annoying.…
Mindful Advisory quoted in MarketWatch on Fiduciary Rule decision
Mindful Advisory, LLC has been quoted in a MarketWatch article by Brett Arends on a recent Texas court decision to knock down a Biden-era fiduciary…
Investor Letter on MidEast Conflict
Here is Mindful Advisory’s letter on the Middle East conflict. Check your allocation, do some tax-loss harvesting (if possible, and in consultation with a tax…
Letter on Roth Conversions
This is a letter about Roth Conversions. Please always consult a tax professional before considering a Roth Conversion or any other complex tax strategy. In…
Muni market mends
Here is my latest article on municipal bond funds:
Rob Arnott is starting a new smart beta revolution
My new Citywire ProBuyer article on Rob Arnott starting a new smart beta revolution:
New article on Will Danoff retiring
My new article for Citywire ProBuyer shows the Fidelity Contrafund (FCNTX) manager beat the S&P 500 and the Russell 1000 Growth indeces over the course…