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EASAN KATIR WEALTH MANAGEMENT
EASAN KATIR WEALTH MANAGEMENT

530.320.3287

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Treasury Bulletin

Investment this week

   Yea, Treasury bills, 

a measured march, 

each dawn a gain, 

no loss to mourn. 

Lagging a rally’s wild caper,

lordly in decline’s dark hour.

Repose, aye, 

safe in their certain keep.

What to do with cash now

 Every day we shop, not in the grocery store, but in the biggest auction market on the planet, the US Treasury bond market. We search along the 30-year yield curve for the optimum place to park cash.

Jackson Lake Lodge

Simplify Tax Reporting

Simplify Tax Reporting

The pastoral scene in the banner is near Jackson Lake Lodge, where we go each summer in late August when the annual Federal Reserve Symposium is in full swing. 

Learn more

Simplify Tax Reporting

Simplify Tax Reporting

Simplify Tax Reporting

Our custodial broker provides the completed Form 8949 which streamlines your tax reporting. Call for a 'how to use Form 8949 to simplify tax reporting.

Learn more

Buffett's Big Investment

530.320.3287 easan.katir@gmail.com

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Copyright © 2025 EASAN KATIR - All Rights Reserved..  This research is prepared by and is the property of Cornucopia Capital LLC and is circulated for informational and educational purposes only. There is no consideration given to the specific investment needs, objectives, or tolerances of any of the recipients. Additionally, the author's actual investment positions may, and often will, vary from its conclusions discussed herein based on any number of factors, such as client investment restrictions, portfolio rebalancing and transactions costs, among others. Recipients should consult their own advisors, including tax advisors, before making any investment decision. This material is for informational and educational purposes only and is not an offer to sell or the solicitation of an offer to buy the securities or other instruments mentioned. Any such offering will be made pursuant to a definitive offering memorandum. This material does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual investors which are necessary considerations before making any investment decision. Investors should consider whether any advice or recommendation in this research is suitable for their particular circumstances and, where appropriate, seek professional advice, including legal, tax, accounting, investment, or other advice. No discussion with respect to specific companies should be considered a recommendation to purchase or sell any particular investment. The companies discussed should not be taken to represent holdings in any strategy. It should not be assumed that any of the companies discussed were or will be profitable, or that recommendations made in the future will be profitable.

The information provided herein is not intended to provide a sufficient basis on which to make an investment decision and investment decisions should not be based on illustrative information that has inherent limitations. Author makes no representation that any account will or is likely to achieve returns similar to those shown. The price and value of the investments referred to in this research and the income therefrom may fluctuate. Every investment involves risk and in volatile or uncertain market conditions, significant variations in the value or return on that investment may occur. Investments in exchange-traded funds are complex, speculative and carry a high degree of risk. Past performance is not a guide to future performance, future returns are not guaranteed. Certain transactions, including those involving leverage, futures, options, and other derivatives, give rise to substantial risk and are not suitable for all investors. Fluctuations in exchange rates could have material adverse effects on the value or price of, or income derived from, certain investments.

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