Doylestown Wealth Management - LPL

165 West Ashland Street Doylestown, PA 18901
P: (267) 864 - 2000 | F: (267) 864 - 2010

Advisor’s Commentary

October 2017 Monthly Budget Commentary

“It is mathematically impossible to make significant changes to the tax code without either reducing revenues or shafting the upper-middle class.” —September 2017 Monthly Budget Review Last month this commentary suggested that a new, more fiscally-lax attitude was beginning to…

September 2017 Monthly Budget Commentary

The Times They Are A’Changin’ In 2010, a wave of “Tea Party” congressional members arrived in Washington, appalled at the trillion dollar budget deficits of the 2008-2010 recession and promising fiscal restraint which would rein in government spending and put…

August 2017 Monthly Budget Commentary

Flip side Much has been made of the pressure that the coming wave of retiring Baby Boomers will place on the federal budget.  For many years, soi-disant fiscal conservatives and “responsible” pundits have been preaching that the costs of providing…

July 2017 Monthly Budget Commentary

What Happened? Just last month, this commentator opined that the federal budget deficit had reached an uneasy accommodation with the $500 billion per year mark.  However, June put paid to that notion by going $100 billion in the red (versus…

June 2017 Monthly Budget Commentary

When your humble commentator began this monthly series in the dark days of 2009, one of his major concerns was the growth of the federal deficit and the presumed resulting danger to the American currency and the financial system.  At…

May 2017 Monthly Budget Commentary

Enchanted April It is no secret to readers of this commentary that April is the best month of the year for federal tax revenues and 2017 was no exception, with receipts rising from $438 billion to $455 billion (roughly 4%). …

April 2017 Monthly Budget Commentary

While lately they have been distracted by such shiny baubles as Health Care, Tax Cuts, and Infrastructure, eventually the folks in Washington are going to get around to talking about “saving” Social Security.  This “salvation” comes with a price tag,…

March 2017 Monthly Budget Commentary

Monthly Budget Review March 2017 By:     Greg Mallison Doylestown Wealth Mgt. Lately, some commentators have made much noise about the federal debt having decreased since the recent presidential inauguration, while their opponents have rushed to debunk this claim by suggesting…

Turning the Corner?

Turning the Corner? March 2017 By: Greg Mallison         Doylestown Wealth Mgt. In its recent presentation to the Pennsylvania House Appropriations committee, the Pennsylvania School Employees’ Retirement System (PSERS) has tried to put a brave face on…

February 2017 Budget Commentary

Lately, some commentators have made much noise about the federal debt having decreased since the recent presidential inauguration, while their opponents have rushed to debunk this claim by suggesting that this was a temporary effect of lumpiness in the federal…