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Tax Saving Strategy for Business Owners
Key Takeaways: You can save a lot in taxes by strategically planning charitable contributions before selling your business, resulting in […]
2023 Q3 Investment Commentary
Several trends changed course in the third quarter as both stocks and bonds fell a er rising in the first […]
Unraveling the Stocks vs. Bonds Debate
Tax Efficiency and Investment Gains: Unraveling the Stocks vs. Bonds Debate Key takeaways: Equity Risk Premium: The equity risk premium, […]
Generational Views on Financial Security: Survey Unveils Varied Perspectives
Bankrate.com recently shared the results of a survey they conducted and the results drew our attention. When asked, “What annual […]
Debt Downgrade Explained
On August 1st, the credit rating agency Fitch downgraded the sovereign debt of the United States from AAA to AA+. […]
Quarterly Investment Letter – Q2 2023
It is remarkable how consistent total returns have been for the U.S. stock market over the long term. For the […]
WHY 1984 WON’T BE LIKE 1984
Super Bowl XVIII was played 39 years ago in Tampa Bay and featured the Los Angeles Raiders taking on the […]
LEGISLATION THAT WORKS!?
On December 23, 2022, Congress passed new legislation that will impact saving for retirement. The legislation known as Secure Act […]
MARKET QUICK HITS
After falling 19.4% in 2022, the S&P 500 Index rallied 6.2% in January 2023. Since 1945, there have been five […]
TO THE CONTRARY…
The University of Michigan’s consumer confidence index has been around for over forty years. As you might guess from its […]
HOUSING ON FIRE
Many of our clients have recently received annual notices of property tax assessments on their homes, and those assessments are […]
1ST QUARTER INVESTMENT COMMENTARY
The first quarter tested the resilience of financial markets. Numerous economic and geopolitical issues are weighing on investors’ confidence about […]