While tax season may be behind us, thoughtful income tax planning is a year-round effort—and a critical piece of long-term financial success. Reviewing your completed tax return reveals inefficiencies and missed opportunities from the prior year. However, navigating a complex…Read More
When the headlines scream tariffs, investors flinch—and markets tend to lurch. That’s exactly what happened recently as new tariff announcements triggered a sharp decline in the U.S. stock market. But what’s really going on? Let’s unpack it. Who Actually Pays…Read More
Imagine you’re baking a cake, but instead of carefully measuring the ingredients, you you overdo it on sugar to appeal to your inner child. The cake might taste okay at first, but it’s not balanced—and eventually, it could collapse or…Read More
An Individual Retirement Account (IRA) is one of the most common assets to inherit. By some estimates, $84 trillion of assets could move from older generations to younger generations in the next two decades. If you inherited an IRA, it…Read More
It is generally an exercise in futility to ascribe a single issue to a decline in market prices, particularly on a day-to-day basis. The raft of policy measures being proposed and the speed with which they’re being implemented by the…Read More
The image below reflects what I imagine the world’s greatest stock market forecaster envisions when she closes her eyes. All of the millions of variables perfectly connected into a beautiful coherent understanding of how it all works: Imagine a formula…Read More
