Category Archives: Uncategorized

Sell or Hold CVS

I have exchanged messages with Mark about CVS and did not sell yesterday (and fortunately there was a nice gain).   Per Mark “Everything is green including sector and industry… consider trailing stop loss of $95.02.  See chart below and please vote to either proceed  with sales at market or to hold with a trailing stop loss. read more

Tax Planning Guide

Whether you do your own taxes the old fashioned way (paper), use TurboTax, or rely on a competent CPA like Bill Lupone, the attached link to the tax guide from the American Association of Independent Investors is a must read.  This is a guide for the 2014-2015 tax season.  Not terribly long but it covers the significant bases. read more