Quarterly Market Perspectives Archive
QMP, our quarterly newsletter, offers views on the market and economic topics of interest to investors.
- Watch the Horizon, Focus on Quality
- What Makes Woodstock a Unique Value Proposition for Clients?
- Is There a Bubble in AI Stocks?
- A Look at Drawdown Triggers
- The Obesity Epidemic and Weight Loss Drugs
- Tax Update: The Art and Strategy of Taxation
- Resist the Fool’s Errand in International Investing
- Rough Seas Ahead or Steady as She Goes?
- Tax Update: Claiming Social Security and Avoiding State Taxes
- Ask Woodstock About 10.72%
- Long-Term Rates Will Steer the Economy
- Tax Implications of the One Big Beautiful Bill Act
- Keep a Long-term Perspective in an Uncertain World
- As Optimism Shifts to Concern, Take the Long View
- Tax Update: Who Pays Taxes and Funds Social Welfare?
- Venture Capital, Reviewable Rules, and an Enviable Record
- Trump 2.0: What’s Different This Time?
- Tax Update: Policy Changes and Word Salad
- The Investable Universe
- Economic Outlook Under the Second Trump Presidency
- Tax Update: Long-term Planning around Social Security & Investments
- Supporting Young Hockey Players – For Pete’s Sake
- Cooperation, Quality, and Tech Lessons
- Are Artificial Intelligence Stocks in a Bubble?
- Sunset Strategies and Docile Taxpayers
- A Tribute to Nelson J. Darling, Jr
- Looking Ahead with Optimism
- The First 50% Is Always the Hardest
- Will 2017’s Successful Tax Reforms Continue After 2025?
- How to Evaluate the Private Equity Market Now
- Is Disinflation Transitory?
- Tax Update: Tax Planning, Retirement Plans and IRS Efficiency
- Resist the Fool’s Errand in International Investing
- Rough Seas Ahead or Steady as She Goes?
- Tax Update: Claiming Social Security and Avoiding State Taxes
- Eyes on Money Market Funds and Private Equity
- An Unusually Strong Recovery
- Artificial Intelligence: Possibilities and Pitfalls
- Tax Update: IRS Changes the Rules of the Game
- Shining a Bright Light on an Unsung Hero: Julie Phippen
- Be Steady an Vigilant
- Market Momentum, Bank Bailouts, and Recession or Soft Landing?
- Tax Update: Tax Revenues, Secure Act Dates, and Student Loans
- Creating Wealth in an Ironic Financial Environment
- The Fed Prescribes Pain
- Woodstock Corporation: Services, Structure & Skill
- Retirement, Estate Tax Changes, and Adventurous Tax Planning
- A Path Through the Turmoil
- Grimace Now, Smile Later
- How Should You View the Market Downturn?
- Tax Roundup: Record IRS Revenue Intake, Excessive Penalties, and TIPS
- Wall Street Catches Up
- A Difficult Period for Stocks
- Tax Update: Correspondence Audits and Charitable Distributions
- Why Investing Directly in Stocks Serves Investors Well
- As the Fed Fights Inflation, Can Recession Be Far Behind?
- Tax Update: Extensions, Capital Gains, and Social Security
- Trends to Watch in the Year Ahead
- Inflation Presents a New Challenge
- Tax Update: Revenue Debates and the State of the IRS
- A Middle Ground for Investors
- Peering Down From Way Above Trend, A Look at the TINA Problem and Portfolio Rebalancing Headwinds
- What’s a Client to Do?
- Tax Roundup: Tax Guide, Social Security, and Tax Gaps
- Investment Strategies and Tactics for Tricky Times
- Remember Normal? Economy Reaccelerates at Full Tilt
- Tax Update
- Risk Factors: Regulatory Oversight and Inflation
- A Case in Contrast
- Bright Light at End of Pandemic Tunnel: The Great American Reopening
- Tax Update
- Sleep Well by Setting Limits and Watching
- The Limits of Monetary and Fiscal Policy
- Socially Responsible and ESG Investing – Trendy Topic or The New Normal?
- Woodstock Welcomes Benjamin Dawson as Senior VP & Portfolio Manager
- Tax Update
- Trip Sparked Idea for Nonprofit to Benefit Women in Africa
- A Perspective on Volatility, Complexity, and Other Asset Classes
- “Covid Stocks” and Pandemic Ripple Effects
- Tax Update
- US Shines in Share of World Market Capitalization
- One Part of Growth Investing
- What Will the Recovery Look Like?
- Tax Update
- An Optimal Asset Mix for the Win
- Corona Virus Pandemic: Stimulus and Response
- The Hard Work at Woodstock
- Cash Component
- Tax Update