Lessons learned in 2022
We believe accountability and modesty are among the keys to success in this business. In striving…
Category: Uncategorized
Why Buyers Have the Upper Hand in a Down Market
Were you shopping for a new home when the coronavirus crisis started? Have you put your…
Taxation of Investments
It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out…
Five Healthy Habits for Financial Wellness
Financial stress can have a direct negative impact on a person’s health and happiness. Unfortunat…
Picking a Financial Professional in the New Year
Many financially successful people are comparison shoppers. If you’re one, you may po…
Historic Year For Central Bank Activity
The Federal Reserve (Fed) wrapped up its last Federal Open Market Committee (FOMC) meet…
Advanced Tax Planning Ideas: Tax Loss Harvesting & Ways to Quantify…
When you lose money on certain investments, you can typically claim the loss against other inv…
Ways to Minimize Tax on an Investment Portfolio
Improving return by minimizing taxesAlthough we are all obligated to pay our fair share of taxes, fe…
Helping Your Heirs While Helping Others
A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The…
QCDs: Donating and Gift Giving Through Your IRA
A qualified charitable distribution, or QCD, allows you to distribute funds from your IRA to an eligi…
December Down But Not Out
Despite the S&P 500 Index starting December with five consecutive days of losses, we think De…
Resilient Consumers Have Not Saved Retail Stocks
Economic and corporate data support the initial strong reads on holiday retail sales despite the…
Playbook for Fed Pivot
A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The…
High Inflation and Rising Rates Supported Value in 2022
The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth…
Federal Reserve Preview: Trick or Treat?
With a series of important economic indicators suggesting the economy is declining and inflatio…
An Extra Helping of Helpful Budgeting Tips for Black Friday
Black Friday is sometimes the largest shopping holiday of the entire year. Millions of people typi…
Strategies for Entrepreneurial Confidence
Whether you’re planning to start a new business, trying to grow a fledgling business, or working to…
End of Year Planning: Set Goals and Reduce Taxes
By the last third of the calendar year, you’re likely to have a pretty good idea of what your annual…
3 Common Social Security Scams and How To Avoid Being Fooled by Them
Targeted scams have become even more popular with the amount of personal information readily…
Three Things to Know About Recessions
If the U.S. economy enters a recession, the causes and potential outcome will be hotly debated. At…
