More spending = higher taxes? That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions …
What Does the Future of Taxation Look Like?
As of this writing, Jeff Bezos - founder of Amazon - is the world’s wealthiest person, with a net worth close to $192B. As of …
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What’s Your Retirement Income Strategy?
The Merriam-Webster dictionary defines retirement as “withdrawal from one's position or occupation or from active working life.” …
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Important Things to Consider When Tax Planning
If you are like most of our clients, you probably have heard of the importance of taxes when planning for retirement or building …
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The Effects of Timing on Investment Strategies
Life is full of investment decisions. Each one, whether big or small, will require some sort of financial capital – and naturally …
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Robo-Advisors vs. Human Financial Professionals
If an investor chooses a non-human financial advisor, what price could they end up paying? Investors have a choice today that …
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In Retrospect – 2020
A New Normal The year in brief. The coronavirus pandemic disrupted the global economy, global financial markets, and daily life …
The CARES Act – Tax Relief
The COVID-19 crisis has shifted many things around the world these past 9 months. With stimulus money paid to individuals and PPP …
Quarterly Economic Update
In this Q3 recap:Stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its …
The Cost of Medical Care
The expense of insuring yourself may be minor compared to the price of surgeries and procedures. When uninsured people end up …