The Win-Win of Donating “In Kind”

If you intend to make a donation to a qualified charitable organization, we recommend you first have us review your portfolio. It may be that writing a check or giving cash is not the best choice for you or the charitable organization. Often our clients own shares of securities (usually individual stocks) in taxable accounts…

One Year Later

One year ago, millions of Americans went to the polls and voted against their least favorite candidate. And although more people voted against Trump, the Electoral College once again kept our country from being ruled by California and New York. Just prior to the 2016 election, we wrote in our November Investment Commentary, “Calm Before…

Black Monday

Thirty years ago today, the U.S. stock market experienced the biggest single-day decline in history. On Monday, October 19, 1987, the Dow Jones Industrial Average (DJIA) plummeted 23%. That day has since been referred to as “Black Monday.” To put that into perspective, the previous largest one-day sell-off was on a Monday in October 1929.…

“It’s the Economy, Stupid”

Threats from North Korea, mass-murder in Las Vegas, major hurricanes hammering Texas and Florida, earthquakes in Mexico, and more terror attacks in Europe . . . clearly an environment that would have investors running for the exits. Yet, despite this deluge of disaster, the stock market has persisted to be strong this past month, rising…

Equifax Hack… What Should You Do?

By now you have likely heard about the cybersecurity breach at Equifax, one of the nation’s three major credit reporting agencies, in which 143 million American consumers’ personal information was compromised. This data breach does not directly affect your accounts managed by Boyer & Corporon Wealth Management (BCWM).  However, your personal and virtual safety is…