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Kavar Commentary

Kavar Canvas

Years of Experimentation

By: Douglas G. Ciocca It is always interesting to compare headlines from prior periods.  Often, they are ominous framers of the future.  Alternatively, they magnify matters of the moment.  Regardless, they are a time stamp, offering insights to the psyche prevailing at print.  A...
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When Push Comes to Shove

In just the last week or 2, financial markets have exhibited a trait otherwise absent thus far in 2019: volatility.  Courtesy of a combination of trade-talk consternation and earnings ambiguity, large intra-day price swings, heavy put option/protection buying and a bounce in the VIX...
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Market Updates

Quarterly Investment Research Note – April 8th, 2024

1st Quarter 2024 Summary 1st Quarter 2024 Market Recap During the first three months of the year, investors sustained the market’s momentum from 2023, fully embracing the “soft landing” scenario, wherein the economic expansion persists alongside declining inflation allowing the Fed to pivot to...
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Inflection Points

Planning Implications of the SECURE Act

In a surprise move this month, Congress passed the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act).  This legislation was attached to an appropriations bill that helped avert another government shutdown.  This bill, which goes into effect January 1, 2020, has several...
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4th Quarter Financial Planning Bulletin

In our latest edition of Inflection Points, we focus on year end tax planning strategies and provide a reminder about Medicare Open Enrollment. Tax Planning Strategies With three months remaining in our first year under the new Tax Cuts and Jobs Act, here are...
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Disclaimer: The views and graphics expressed herein are those of Kavar Capital Partners, LLC and are subject to change at any time based on market and other conditions, as are statements of financial market trends, which are based on current market conditions. This information should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Past performance does not ensure future results.

Charts and graphs have limitations, are for illustrative purposes only, and are not intended for use in selecting securities. The Kavar Canvas is not a formula or method of analysis, but a market commentary. Articles do not necessarily reflect the investment position or the strategies of our firm. Kavar Capital Partners, LLC’s web site is meant for the education and enjoyment of those who choose to use it. The use of our website does not create an adviser-client relationship.

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