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Thursday, March 14, 2024

Tuesday, December 12, 2023

In this piece we explore at a high level the power of leveraging a personal balance sheet to finance insurance premiums to increase after-tax returns on investable assets with tax specialist Charles Mantel.

Monday, November 13, 2023

The term "Boomerang Generation" has gained prominence in recent headlines, describing a cohort of young adults who find themselves returning to their parents' homes as they grapple with the formidable challenges of entering the...

Wednesday, November 1, 2023

Thursday, September 28, 2023

Debunking the Hype: Why Government Shutdowns Aren't as Scary as They Sound for the Economy

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Sunday, September 3, 2023

Nobody ever said you have to like a pullback in stock prices. But it's critical to understand 1) why they happen and 2) why they are challenging. A pullback is considered a moderate drop in prices from recent peaks that occur within a...

Wednesday, April 12, 2023

 Many of our clients come to us with concerns about probate.  They are extremely fearful of their assets being subject to probate.  This article is going to give a brief overview of the probate process and some simple...

Monday, March 27, 2023

What is financial fitness? We are all familiar with the term physical fitness, and if pressed for a definition, we might define it in terms of our strength and health level. When it comes to an explanation of financial fitness, the...

Monday, March 20, 2023

When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...

Saturday, March 18, 2023

The Economic Fear Index, also known as the VIX or the "Fear Gauge," is a measure of market volatility and investor sentiment. It is referenced frequently on the news or in economic articles.  The index is calculated based on the...

Wednesday, March 15, 2023

For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...

Tuesday, January 17, 2023

The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was signed into law in late 2019. The SECURE Act 1.0 included provisions that raised the requirement for mandatory distributions...

Monday, December 19, 2022

While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset...

Wednesday, December 14, 2022

Inflation has been a defining economic factor throughout history, impacting societies across the world in a variety of ways. From economic booms and busts to the rise and fall of empires, understanding the history of inflation is essential.

Friday, December 9, 2022

It appears that America’s corporate leaders are preparing for the worst while hoping for the best.Almost half of S&P 500 CEOs in second-quarter conference calls pointed to “recession” as a potential headwind in 2023....

Wednesday, November 30, 2022

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...

Tuesday, November 29, 2022

As the end of the year fast approaches, you may be ready to make year-end charitable contributions. Whatever cause you value most deeply, changes to the tax code in 2020 may limit the tax deductions you can take for charitable...

Saturday, November 19, 2022

You may have heard the saying, “inflation hurts savers and benefits borrowers.” The expression suggests that borrowers benefit from inflation because they pay back lenders with dollars worth less than when the money...

Thursday, November 17, 2022

The financial markets are on edge this year each time Fed Chair Jerome Powell takes the podium following a Federal Open Market Committee (FOMC) meeting.The chart below shows that the Standard & Poor’s 500 stock index has gained...

Sunday, November 13, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Friday, November 11, 2022

The midterm elections have come and gone, and although the results don’t appear as one-sided as many predicted, it seems one party will narrowly take control of the House, while the Senate may hinge on a Georgia runoff.It's...