Tag Archives: Taxes


David Kotok speaks with Bloomberg’s Tim Fox and Tom Keene about ETFs, Bonds, Taxes, & More

Author: , Post Date:
Cumberland's David Kotok on Bloomberg Radio

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, […]

Firing back at Hassett

Author: , Post Date: April 23, 2018

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 […]


Author: David R. Kotok, Post Date: March 1, 2018
Cumberland Advisors Market Commentary by David Kotok

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 […]

401(k) savers: It could be a make-or-break earnings season for investors

Author: , Post Date: January 14, 2018

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 Rethinks Debt and Taxes

Author: , Post Date: November 4, 2017
Cumberland Advisors In The News - John Mousseau

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 […]