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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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What’s the Rush?
Read more: What’s the Rush?Wall Street and the American consumer are eagerly awaiting rate cuts, especially those looking to buy…
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Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
Read more: Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…According to The Federal Reserve (Fed), when implementing Monetary Policy, they have a ’dual mandate’ of…
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Markets – 1st Quarter, 2024
Read more: Markets – 1st Quarter, 2024Equity markets had a strong first quarter, with the S&P 500 reaching fresh highs. Bonds have…
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Financial Planning Corner: What is Going on with Social Security?
Read more: Financial Planning Corner: What is Going on with Social Security?Five years ago, I wrote a piece addressing concerns about the long-term viability of Social Security…
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Markets – 4th Quarter, 2023
Read more: Markets – 4th Quarter, 2023The year started quickly, with the S&P 500 up 6% in January, and by mid-year, it…
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Financial Planning Corner: Only Two Years Remain!
Read more: Financial Planning Corner: Only Two Years Remain!Most of the individual provisions in the 2017 Tax Cuts and Jobs Act (TCJA) are set…
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Is this time different?
Read more: Is this time different?The U.S. economy continues to roll along despite labor strikes throughout the country, budget wrangling in…
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Macroeconomic Update: Surprise, Surprise, Surprise
Read more: Macroeconomic Update: Surprise, Surprise, SurpriseWhen it comes to economic data in 2023, upside surprises have been the name of the…
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Markets – 3rd Quarter, 2023
Read more: Markets – 3rd Quarter, 2023Market participants went into the third quarter increasingly confident that a recession was off the table,…