Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Why Not Just Own Large Caps?
If you have reviewed your recent performance report or read Matt DeVries’s 1st Quarter 2024 […]
Hurtling Along: 1st Quarter 2024 Commentary
Hurtling Along The ski slope below was totally clear except for a lone aspen tree. […]
1st Quarter 2024: Market and Economy
Changing Story, Same Result On the heels of a strong 2023, stock markets are off […]
Fishing Requires Patience
One of my favorite memories of growing up in Stockholm, Sweden, was fishing with my […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Four Steps to Secure Your Digital Legacy
“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
Shedding Light on the Corporate Transparency Act
This year ushers in a new set of reporting requirements for closely held corporations, limited […]
An Executive’s Guide to Non-Qualified Deferred Compensation Plans
Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
2024 Tax Rates & Inflation Adjustments
The IRS released Revenue Procedure 2023-34 (PDF) and Notice 2023-75 (PDF), which detail the tax changes, inflation […]