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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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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThe U.S. economy continues to be quite strong, but there are signs the anticipated slowdown is…
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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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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsAs expected, for the first time since 2018, the Federal Reserve raised the Fed funds rate…
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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…