Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets.
David Kotok speaks with Bloomberg’s Tim Fox and Tom Keene Tune in around the 24:50 mark to hear David weigh in on the “bogeys for the next several years” and the view that the long party is over. He also talks about takeaways from Camp Kotok and Leen’s Lodge. Tune in at 20:22 to hear […]
David Kotok speaks with Bloomberg’s Tim Fox and Tom Keene David was asked, “Where are you within your portfolio: cash, bonds, equities?” David responds, “ Bonds, barbelled, that’s an easy one and we’ve been in that mode for a while and we’re going to stay there. In our Leveraged Volatility, that’s a high-frequency trading strategy, […]
Excerpt below. Politico asked for responses to CEA Chair Kevin Hassett appearing to spike the ball on tax cut-induced growth. David Kotok was among the top responses. Cumberland Advisors’ David Kotok: “There is TrumpHateconomics and TrumpLoveconomics. But both use political narrative for data so both are wrong on forecasts and long on hyperbole. In the […]
VITA stands for “Volunteer Income Tax Assistance.” There are additional specialized programs like it. The key to success of the new tax reform law is to have these programs used. Why? For folks like me, the cut in my taxes means I will have a few thousand more dollars to save or invest. It is […]
Excerpts of article below: The upcoming profit-reporting season could be a taxing one for anybody that owns stocks. Indeed, 401(k) investors better hope CEOs are as upbeat about their companies’ future earnings prospects as Wall Street is when they talk about results for the final quarter of 2017. The reason? Hopes are high. Perhaps too high. The historic tax bill signed […]
The GOP tax proposal cuts corporate taxes and eliminates key individual deductions. But we’re a long way from a final bill. By Randall W. Forsyth November 4, 2017 Excerpt below of John Mousseau’s comments to Barron’s. A subscription is required to read the full article. Finally, the tax bill would curb borrowing in the municipal-bond […]
