As 2022 is coming to an end, we offer some observations about the current tax, charitable and estate planning landscape, along with some year-end planning suggestions. After several years of historically low interest rates, low inflation and a strong stock market,...
Inflation has been an unhappy development for all of us in 2022. But in fact, there are ways inflation can work in our favor. Both the IRS and Social Security adjust rates and benefits annually based on changes in consumer prices to help cushion the effects of...
2018 seems like a lifetime ago. Remember the South Korean winter Olympics, President Trump’s trade wars, and the Tide Pod Challenge? It also was the last time that we had midterm elections. Election day this year is November 8th, and the prospects for a divided...
AUGUST 2022: For those of us not on social media, a meme is an image shared on social media, usually with an irreverent, sometimes edgy caption, that represents the thoughts or feelings of a specific audience. Think a picture is worth 1,000 words for Gen Z and the...
JULY 2022: While history suggests long-term equity investors are rewarded with high-single digit annualized returns, behavioral biases can often disrupt an investor’s path to this outcome. Focusing on an investing process that one can control, rather than making...
Your story is unlike anyone else's.
Your wealth plan should be too.
