Friday, April 25, 2025

News and Ideas Worth Sharing

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Welcome to Real Estate Friday!

Lauren Molk and John Panzer of Elyse Harney Real Estate offer a spacious three-floor condo near downtown Stockbridge that feels like a free-standing house. The architectural design firm of Clark Green + Bek works with new owners to transform Doctor Sax House from a private home to a stunning boutique hotel. A report on real estate sales in the first quarter of 2025. Plus, recent sales and gardening columns and a home-cooking recipe.

CAPITAL IDEAS: Cuts like a knife

Some Fed officials want another cut this year, and others could be convinced to do so if the economic data weakens. The Fed has continued to repeat the line that any decision made — cut, stay or hike — will be “data dependent.”

CAPITAL IDEAS: Maybe you’ll get Social Security after all

Without changes, the Social Security Administration projects that its trust fund will be insolvent by 2035.

CAPITAL IDEAS: From Maestro’s lips

When it comes to the movement of stock prices and how those prices reflect fundamental data, good vs. bad is largely irrelevant. What matters is not good vs. bad, but better vs. worse.

CAPITAL IDEAS: GPS for ‘the GE’: Marco Polo?

Dalton -- Growing up in the Berkshires, I could tell if a certain generation lived in the area at a certain time period by...

CAPITAL IDEAS: What I did on my summer vacation

Dalton -- My bride, Stacey, and I spent last week in Lake George, New York. It’s become an annual pilgrimage of ours, which came...

CAPITAL IDEAS: Click here for $125

If they do cut rates this afternoon, I’m growing convinced that the Fed will be one-and-done, and there will be an extended pause before we see any new action.

CAPITAL IDEAS: Your husband has a kept woman

Let’s face it: Most financial advisors are old white dudes like me, and old white dudes often don’t like to falter from traditional gender roles.

CAPITAL IDEAS: What’s your number?

According to the Employee Benefit Research Institute, currently 67% of workers are “very” or “somewhat” confident that they’ll be able to live comfortably in retirement. ... Their optimism is probably misguided, but I’m happy for them. Ignorance, as they say, is bliss.

CAPITAL IDEAS: Big data: Where is the ‘smart’ money going?

I say that we financial advisors are “supposed” to be smarter, but I’m not sure how true that is.

CAPITAL IDEAS: Fuel for the fire

The next six months may finally give you the returns you were hoping for. But depending on your level of expectations, I doubt it.

CAPITAL IDEAS: Heartbreaker, dream maker

After this week’s meeting, the real conversation begins: Will there be a Fed cut in July? In September?

CAPITAL IDEAS: The Bank of Mom and Dad

The Bank of Mom and Dad, I bet, is not a new concept to you. But what might be less familiar to you is the Bank of Junior, which has an obligation to pay the cost of elder care for aging parents.

CAPITAL IDEAS: What happens in small-town America

Do you know who gets the worst returns in the stock market? People who buy something because it’s gone up in price and sell something because it’s gone down in price. Time and time again, following the crowd has proven to be the stupidest thing in the world of investing.

CAPITAL IDEAS: Enough is enough

It's very easy for me to tell you what to do at extremes: Do what feels the worst and go against the crowd. But we’re not at extremes now; indicators are mixed. So what to do now?

CAPITAL IDEAS: A Lannister always spays his pets

Dalton -- First off, there are no spoilers ahead for the season finale of Game of Thrones. I wrote this before it was aired. There...

CAPITAL IDEAS: Less talk, more tariffs

The threat of more tariffs to be imposed by the U.S. just before talks were to begin was a dangerous game of diplomacy chicken, which didn’t end well as the Chinese said they were going to retaliate by raising tariffs on $60 billion of U.S. goods starting June 1.
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