MCM Insights

White Papers, Market Commentary & Articles

Dec 22, 2022

Best Case for 2023: A “Rolling” Recession

Nov 18, 2022

Cut Your Tax Bill with Tax-Loss Harvesting (Bonus: Crypto Tax Strategy)

How to lower your tax bill with an investment strategy called tax-loss harvesting

Oct 7, 2022

Nowhere to Hide: How to Maintain Sanity

Year to date the S&P 500 is down -24%, the Aggregate Bond Index is down -16%, and Gold is down -7.5%. There is nowhere to hide, and you...

Jul 8, 2022

Under Pressure. Reasons for Optimism?

In its worst start to a year since 1970, the S&P 500 finished the first half of the year down almost 21%. The NASDAQ fell 28.6%, its...

Jun 15, 2021

Making the IPS Purposeful & Agile

Too often an Investment Policy Statement (IPS) is created, filed and rarely reviewed. It is a generic template – rather personalized and...

Apr 5, 2021

The Ride Continues. Seat Belts Recommended.

The old adage, “what a difference a year makes”, may never again resonate more with the U.S. stock market than this past 12 months. From...

Dec 31, 2020

Building Board Consensus for Decision-Making

Building consistency and consensus among a volunteer-led, ever-changing Board can be quite a challenge. There are individual Board member...

Sep 30, 2020

Election Concerns and Market Returns

The overwhelming narrative over the last few weeks has been concern over the impending election, and what effect it might have on the...

Mar 24, 2020

The Bear Market Mistake

Make no mistake: Bear markets like the one we have just entered pose a real danger to long term financial health. The danger is: selling...

Jan 1, 2020

Resolutions to Stay Fiscally Fit

Resolution #1: Create a budget for life Financially speaking, life can be viewed as a series of cash inflows and outflows. Saving and...

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Advisory services are offered through McDonnell Wealth Management, LLC dba McDonnell Capital Management (”McDonnell Capital"), a Registered Investment Adviser.

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