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The Benedict Brief: May 2024

Now that tax season is over (except for those who file extensions), you probably think you are done with your annual required Government filing for the year. Well, not exactly. If you or someone you know is a small business owner or someone that has an active LLC, there is a new law that may apply to you…and the initial required filing is due in 2024. Wait! What new law and what required filing?
Bruce Freides
May 8, 2024
Newsletters

The Benedict Report: November 2022

What is happening with the economy and the markets? Is there any good news out there? To say that 2022 has been a challenging year is an understatement. Starting with the first few days in January, this year has proven to be one of the most difficult in recent memory. We’ve experienced the terrible tragedy of the war in Ukraine, sky-high inflation figures that have not been seen since the Reagan administration, soaring energy prices around the globe and significant market declines across all major stock indexes. So, is there any good news out there?…
Bruce Freides
November 29, 2022
Newsletters

The Benedict Report: January 2022

Are You an Owner or a Renter? Most times when you hear this question, it pertains to your primary residence. Do you own your home, or do you rent? While we could offer opinions on the subject and debate the pros and cons of each, the question I’m posing is not about your current living situation…it’s about your investments. So, when thinking about your investments, are you an owner or a renter? (more…)
Bruce Freides
February 1, 2022
Newsletters

The Benedict Brief: September 2020

The Election and the Stock Market The months leading up to a presidential election is one of my least favorite times. The non-stop political ads, the unsolicited phone calls and text messages, and the never-ending arguments on social media can be stressful and overwhelming. It almost seems the election season tends to bring out the worst in some people. But this Benedict Brief is not about personal preferences, it’s about the election and the stock market. We’ve received a lot of questions over the last few weeks regarding this topic, so we thought we should…
Ashley Thompson
September 23, 2020
Newsletters

The Benedict Brief: April 2020

The Dreaded March Statement As we are all painfully aware, this month has been an exceptionally difficult time in the investment markets and could go down as one of the worst months in stock market history.  The COVID-19 pandemic has continued to spread causing global economies around the world to literally shutdown in an effort to contain the virus.  In addition to the thousands of virus-related deaths, the economic impact is unprecedented and the uncertainty of it all has taken its toll on global investment markets. (more…)
Ashley Thompson
April 1, 2020
Newsletters

The Benedict Brief:
February 2020

The fears surrounding the Coronavirus outbreak have been building for the last few weeks, but those fears just hit the market this week. The markets have experienced a sharp selloff this week resulting in a 10% correction in the broad S&P 500 Index, it's quickest correction in history. (more…)
Bruce Freides
March 4, 2020
Newsletters

The Benedict Report:
October 2018

October = Market Volatility? One Trillion Dollars The Rich Guys The Big Just Keep Getting Bigger Twelve Years with No Gain I’ve Been Following This Strategy… Demographics and Your Investing Success (more…)
Bruce Freides
October 20, 2018
Newsletters

The Benedict Report:
February 2018

The “Trade” of the Next Decade Planning for the Next Decade Income-Focused Investment Strategy It is So Terrible Out There “HOW HIGH THE BULL?” What Are the Really Big Risks Now? The Residential Building Boom in Australia (more…)
Bruce Freides
February 20, 2018