Blog

Tax Planning for 2021

Monday, February 1 2021

With 2020’s tax season quickly approaching, we’re seeing people who are already planning their tax strategy for 2021. While there are always hurdles and stresses with tax planning, one of the biggest things that we have to contend with is what we pay Uncle Sam. With a new administration and... [+] READ MORE

Waiting For A Windfall

Wednesday, August 7 2019

We’ve talked recently about the dangers of “rolling the dice” in retirement, especially when it comes to picking risky investments. This week I want to focus on a different sort of investor: the one who doesn’t even have the dice in his hand. In fact, this investor didn’t even need... [+] READ MORE

Fed Cuts Rates, Stocks Retreat

Wednesday, August 7 2019

The Week on Wall Street Last week, the Federal Reserve cut interest rates for the first time in more than a decade, in line with Wall Street’s expectations. Ironically, stocks had their worst week of 2019. The S&P 500 finished the week 3.10% lower. The Dow Jones Industrial Average and... [+] READ MORE