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Cost Basis 101: Avoid IRS Surprises

Cost Basis 101: Avoid IRS Surprises

by Nasser Ali | Dec 5, 2025 | Client Communication, Our Insights

How much did you make? Seems like an easy question to answer. If you don’t have an answer, the IRS can help. I can’t promise the IRS’s calculation...
Foreclosures Rise, But No Cause for Alarm

Foreclosures Rise, But No Cause for Alarm

by Nasser Ali | Nov 21, 2025 | Client Communication, Our Insights

“New foreclosures jump 20% in October, a sign of more distress in the housing market” was the recent headline on CNBC1.  Certainly, a headline meant...
The Hidden Toll of the Longest Shutdown

The Hidden Toll of the Longest Shutdown

by Nasser Ali | Nov 14, 2025 | Client Communication, Our Insights

It’s official! The current government shutdown is the longest in history. We’ve been reluctant to comment on the government shutdown, as shutdowns...
October Market Recap: Volatility and Recovery

October Market Recap: Volatility and Recovery

by Nasser Ali | Nov 5, 2025 | Client Communication, Our Insights

Volatility returned to the markets in October after months of low volatility. Yet, the markets ended October on a high note. NVIDIA became the first...
Why Was Inflation So Low?

Why Was Inflation So Low?

by Nasser Ali | Oct 29, 2025 | Client Communication, Our Insights

Last week’s newsletter spurred questions of “what caused the low inflation during the 2010s?” Excellent question, worthy of a follow-up. Our...
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