Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a book review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, April 10, 2019

Anyone who attends our public presentations knows how much we value all of the quality information that is free to us as Americans. We are much better off than the citizens of Canada, who struggle with terrible gaps in necessary...

 

Friday, March 8, 2019

Some people view tax day as a cause for regret. We think that tax day is the perfect day to rethink our goals and to prepare for the future. This is the first year under the Tax Cuts and Jobs Act of 2017 (TCJA) and some of the...

 

Tuesday, September 18, 2018

President Trump recently signed an executive order that will review the rules governing retirement plans. Among the issues under consideration is the timing of mandatory distributions from plans. Specifically, the length of time over...

 

Wednesday, August 15, 2018

It’s a question we hear all of the time. From a pure tax standpoint, we’re not sure it ever makes sense to carry a mortgage. Just like the comment frequently brought to us: “My taxes are too high; I need more...

 

Thursday, June 21, 2018

Most retirement planning focuses on the search for the most efficient means to save enough money for something called “retirement.” In other words, retirement planning is planning to quit our jobs. We plan to retire from...

 

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Thursday, May 17, 2018

During the tax preparation process, clients often ask us what they can do to lower their tax bill. Unfortunately, as many of you have heard, “April is too late for tax planning.” While we work diligently with clients to...

 

Thursday, April 19, 2018

Having The Talk Recently, we presented to a group of clients our new template for crafting letters of instruction to their heirs. We are gratified by the kind and positive feedback from everybody who attended. While still a work in...

 

Monday, March 26, 2018

After a long period of unusually low volatility, significant price swings in the equity markets have returned. There are many reasons for this, but chief among these are the possibility of a trade war, expected increases in interest...

 

Wednesday, February 14, 2018

In our last newsletter we alerted our clients that there were long-term challenges to the markets due to high prices for stocks and rising interest rates. We have recently seen a degree of volatility unseen for well more than a year....

 

Thursday, January 11, 2018

When is it appropriate to adjust your investment objective? One thing is for sure; it is never when we are emotionally swept up by market exuberance, or conversely, when we are in the grips of widespread panic. Instead, our objectives...

 

Thursday, December 21, 2017

As promised, Congress has passed sweeping tax legislation, and the bill is on its way to the President for signature. We will continue to watch closely but read about some of the key provisions as they currently are written.