The iPhone 15
Why Elections Don’t Influence Investment Decisions Hard to believe, but it has been more than 17 years since Steve Jobs…
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What Happens if Nothing Happens?
Expiration of the TCJA (aka ‘Trump Era’) Tax Cuts Next Year Starting in 2018, the Tax Cuts and Jobs Act…
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New Year, New Resolutions?!
Resolutions, really? I know, I hesitate to even bring them up. But it is a new year, and we’ll certainly…
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2025 – A Quarter Century of Returns
With the start of a new year, we are closing out a quarter century which saw some of the worst…
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Give Me Some Good News
I was once on a flight from Nashville to Denver. It was a cloudy day—dark, dreary, with a little rain….
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I Love Financial Markets: Love Letter #3
We’ve likely all experienced a local farmer’s market. These are lovely places where sellers of delicious, locally grown food come…
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I Love Financial Planning: Love Letters #1
With Valentine’s Day squarely in the middle of this month. I’m writing about the things I love about my work. …
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Tax Tips and Deadlines for 2024
Those 1099s and other tax documents reporting dividends, interest, distributions, and more are coming. Forms from Raymond James will be…
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Umbrella Insurance for Rainy Days…and Broken Arms
Life is unpredictable, and sometimes unexpected events can rain on our parade. A few years ago, friends were visiting us…
