Dumont and Blake Investment Advisors

Money In Motion March 2020

Should You Care What the Financial Markets Do Each Day?
Focusing on your strategy during turbulent times
Key Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s and IRA’s

Money In Motion December 2019

The Secure Act
Long-established retirement account rules change
2019 IRA Deadlines Are Approaching
Here is what you need to know

How to Fix the Infrastructure With an Interest Free Loan

With the discussions going on about how to address the deteriorating infrastructure and how to pay for it, here is a creative solution I sent to our local congressmen. Here is an idea how to spend $1 trillion on infrastructure and do it where the cost of money is zero. In fact the cost of the money would be less than zero.

3rd Qtr Portfolio & Market Observations 2019

The third quarter seemingly packed a year’s worth of market action into three fast moving months. Regardless of your stock market, interest rate or economic viewpoint, there was something for everyone in this fluid and volatile quarter. It began in bullish fashion as most of the major stock benchmarks jumped to all-time highs in the first weeks of July.

The Federal Reserve Raises Benchmark Interest Rate

On March 15, the Federal Reserve raised the benchmark interest rate by a quarter-point to a range of 0.75-1.00%. The increase was widely expected, and it represented a vote of confidence in the economy.1 This was the central bank’s second rate hike in three months, and Wall Street took it in stride, with the S&P

Money In Motion September 2019

Avoiding Large Losses in Your Portfolio
Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.
Understanding the Alternate Valuation Date
Is it appropriate for your estate?

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