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Capital Estate Advisors

Deducing the Culprits Behind the Recent Market Volatility

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Paul Reback, President of Capital Estate AdvisorsHello volatility, my old friend.

By now, you’ve seen the headlines, full of scary-sounding words like rout and stormplunge and crash.  Whatever you want to call it, investors have certainly endured a rough time over the past few days.  The Dow, dominating the media’s coverage as usual, dropped more than 600 points on February 2, and almost 1,200 points on February 5.  That’s a single-day decline of 4.6%, the largest since 2011.  The other major indexes were shaky, too.

It’s been quite some time since we’ve seen volatility like this.  The S&P 500 skyrocketed almost 20% in 2017.  What was even more amazing last year was how calm and consistent the climb was.  Since the election, any declines have been mere blips on the radar screen. Read More

Just One Mistake on Your Tax Return Can Cost You Big Time! If There’s More Than One, OUCH!

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Just one of the mistakes that we are sharing with you below can cost you hundreds or thousands of dollars. Look them over, and if there is even a little question fluttering in the back of your mind that you might have missed these last year, call me. We’ll set up a time to do a quick review of your tax return. If there are no mistakes, I’ll give you a pat on the back and send you on your way. If we do find a mistake, I would love to help you. Read More