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Financial Planning Corner: Are You Giving the IRS Free Money?
Read more: Financial Planning Corner: Are You Giving the IRS Free Money?We ask clients to send us their completed tax returns every year. This helps us identify planning opportunities, informs trading decisions, and allows us to…
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Inflation, Recession, Bear and Bull Markets: Facts and Advice
Read more: Inflation, Recession, Bear and Bull Markets: Facts and AdviceA bear market is a period of time during which securities prices drop by 20% or…
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Bear Market Planning Moves
Read more: Bear Market Planning MovesWe have all felt some level of discomfort with the market plunge this year. There could…
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Higher Prices and Inflation-Part II
Read more: Higher Prices and Inflation-Part IISince our last Commentary, a lot has changed on the inflation front. At that time, we…
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Is Your Cheaper Premium Worth It?
Read more: Is Your Cheaper Premium Worth It?Whether it’s health, auto, homeowners, or life, advertisements abound for cheaper insurance premiums. Cash flow cannot…
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Higher Prices and Inflation – Part I: Six Key Reasons
Read more: Higher Prices and Inflation – Part I: Six Key Reasons1. High demand for “stuff” during a period of shutdown and shrinking supply. In the U.S.,…
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Are You Sleeping Well?
Read more: Are You Sleeping Well?Market volatility has been at the forefront of our minds the last few years. We expect…
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Are You Tax-Efficient?
Read more: Are You Tax-Efficient?There has been much speculation about the current tax proposal and what may eventually pass. While…
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Death is Easier, Financially
Read more: Death is Easier, FinanciallyIn my last column, “What Happens if You Live?”, I discussed living but not being able…
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Built to Last: Time IN vs TimeING
Read more: Built to Last: Time IN vs TimeINGDo you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index…