2022 Key Numbers
IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be […]
2020 Year End Tax Tips
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2021, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a […]
Estate Tax Changes Under Recent Tax Acts
The Tax Cuts and Jobs Act doubled the gift and estate tax basic exclusion amount and the GST exemption to $11.18 million in 2018 (indexed annually for inflation). The exclusion and exemption are $11.7 million in 2021. After 2025, the amounts are scheduled to revert to their level prior to 2018 and be cut […]
Ratio Analysis XLB SPY
In this video I introduce a new technical analysis concept called ratio analysis. This is the comparison of two different investments in terms of their price over different time periods.
Relative Rotation Graph and U.S. Bonds
In this video, I show the U.S. Bond categories in a relative rotation graph. We have seen some interesting leadership develop.
Relative Rotation Graphs Introduced
Here’s a quick video on Relative Rotation Graphs. A great technical analysis tool.
COVID-19 and the Stock Market
Stock markets are in a tailspin this morning due to COVID-19 concerns. The stock market has dealt with many epidemics (SARS, MERS, Bird Flu, Ebola, etc.) in the past few decades none of which have led to a sustained market decline. Here is a look at the historical market returns 6 & 12-months after the occurrence of […]
A Divided Market
There are clearly opposite views on the market right now. After a fabulous day for all three indexes yesterday, not to mention the performance of many leading stocks, some commentators remain committed to the idea we are headed for a recession. A week ago, recession fears were plastered on the front pages of all the […]
Inspiring Podcast by Great Investing Minds
Check out this podcast by one of our top investment providers, ARK Investment Management. In Episode 9 of FYI (For Your Innovation) you are going to hear from three people. The conversation is led by moderator James Wang (ARK Analyst) as he facilitates a conversation between Catherine Wood (ARK CEO/CIO) and Dr. Art Laffer (Laffer […]
Now We Need A Follow-Through Day
True, some of the largest single-day stock market gains come during bear markets. December 26th, 2018 marks the first time the Dow Jones industrial average gain 1,000 point in a single session. Experienced stock market investors know, one big up day does not mark the end of a downtrend. Investors should also note, Wednesday’s advance […]
