The iPhone 15
Why Elections Don’t Influence Investment Decisions Hard to believe, but it has been more than 17 years since Steve Jobs…
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…
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…
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…
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….
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…
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. …
Estate Planning Around the Holiday Table?!
Periodically, I will see articles highlighting what a great opportunity the holidays are for discussing your estate plan. The idea…
How a ROTH IRA Could Save You Big Time in Retirement
In retirement, you have your normal, everyday expenses, but in some years, you will buy a new car or update…