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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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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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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThough stocks, especially technology, have had a pullback the first week of the new year, the…
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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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HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS
Read more: HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORSOn August 6, 2021, in The New York Times, we read the following: Jobs Surge in…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThe broad stock market, measured by the S&P 500, recorded a 5% drop from recent highs…
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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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It’s Too Early to Worry About Inflation
Read more: It’s Too Early to Worry About InflationEvery Quarter, headline news offers at least one new reason to become nervous about investing in…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsGlobal equities continued to rally throughout the quarter. They reached all-time highs again in late June,…