Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
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 […]
Resilience: 4th Quarter 2023 Commentary
Resilience Witnessing how wrong the forecasters got it this time is a good reminder of […]
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 […]