Resources
IRS announces new RMD rules for 2020
From the desk of Robert Steinberg, JD, CPA, CFP® Did you take a Required Minimum...
Fortune 500 CEOs Comment on COVID Aftermath
From the desk of Omar Ezz, CFP® While meaningful economic data has been published over the...
Are We Heading Towards a Market Bubble?
From the desk of Hayden Kibbey, BCP Intern Jeremy Grantham, famed investor and chief investment...
Record Amounts of Cash Sidelined in Post-COVID Market
From the desk of Matt Mondoux, CFA, CMT, CFP® Today’s Wall Street Journal highlights...
Market Volatility Runs Both Ways
From the desk of Matt Mondoux, CFA, CMT, CFP® Downside volatility (and the Federal Reserve)...
Financial Advisors Add Value During Current Market Volatility
From the desk of Robert Steinberg, JD, CPA, CFP® Early in my career, I learned that it is...
CARES Act Suspends RMDs for 2020
From the desk of Jonathan Johnson, CPA, CFP® The CARES Act eliminated an individual’s...
June 2020 Fed Report
From the desk of Dan Seder, CFA, CMT, CFP® Here's what the Fed reported today from...
Is the S&P 500 Imbalanced?
From the desk of Dan Seder, CFA, CMT, CFP® Do you know what your index fund owns? A common...
More Evidence for the Bulls...
From the desk of Dan Seder, CFA, CMT, CFP® Is there a disconnect between the stock market...
May Jobs Report a Major Surprise - Evidence of a Turning Point?
From the desk of Dan Seder, CFA, CMT, CFP® The Bureau of Labor Statistics May employment...
Will Value Stocks Outperform Growth Stocks?
From the desk of Matt Mondoux, CFA, CMT, CFP® Did we just witness a “blow-off...
CFA Annual Forecast Luncheon
Last Friday, the Blue Chip Advisors attended the CFA Annual Forecast Luncheon at Motor City Casino. Great comradery, great speakers and the Bloomberg Chief US Economist, Carl Riccadonna suggested that the markets have not yet peaked!

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