Articles
09
Nov
Is Your Retirment Savings A Tax Bomb?
A warning to high earners and super savers: That massive 401(k) or traditional IRA that you worked so hard to build...
09
Nov
Investing Is Hard… Here’s A New Perspective
Before last week, U.S. stocks had 7 straight weeks of losses.
The record is 8 weeks.
These aren't small losses ei...
09
Nov
Securing A Strong Retirement Act Of 2022
A few weeks ago, the House overwhelmingly passed the Securing a Strong Retirement Act of 2022, or SECURE Act 2.0.
...
09
Nov
Staying Calm In Uncertainty
As I write to my clients being surprised usually makes things worse. And last weeks Federal reserve meeting was a s...
09
Nov
Hey, It’s Not The Investment Dummy, It’s Your Risk Composure
In my last blog post we discussed market performance and that to outperform the market you need to be able to under...
09
Nov
Want To Outperform The Market?
Nobody minds market volatility when it’s in the upward direction. But recently we’ve gotten plenty of the type of v...
15
Mar
If you are paying 5-6 figures in taxes this year READ THIS!
If you are paying 5-6 figures in taxes this year this is the perfect blog post for you.
First, let’s start off b...
18
Apr
How Am I Taxed?
Taxes confuse almost everyone.
And people wrongly assume because they have an accountant or CPA that they are ge...
26
Apr
What Fraudsters Are Up To Now
Every time I think I have a good understanding of what to look for in avoiding scams I find out something new. And ...
03
May
Grandparents support paying for college just got easier.
Contributing to college has become more attractive for grandparents after a number of significant changes to how gr...