Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
When Cash Is Too Comfortable
July 31, 2026
Over the past several years, I have had more conversations about cash than at any […]
America at 250 … Hot!—2nd Quarter 2026 Commentary
June 30, 2026
America at 250 … Hot! God Bless America! I hope you and yours enjoyed celebrating […]
2nd Quarter 2026: Market and Economy
June 30, 2026
Stocks bounced back in a big way in the second quarter. After sliding in the […]
Mag 7 – When Too Much Success Becomes a Risk
May 3, 2026
Over the past three years, we’ve enjoyed strong market performance, with the S&P 500 repeatedly […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Watch Your Step: The Medicare IRMAA Cliffs That Trip Up Retirees
August 20, 2026
Medicare’s IRMAA (Income-Related Monthly Adjustment Amount) is an income-based surcharge added to Part B and […]
Qualified Small Business Stock: Almost Too Good to Be True
July 13, 2026
When I began my career as a tax accountant more than 20 years ago, we […]
Trump Accounts: A New Vehicle for Long-Term Savings
July 9, 2026
Originally published in July 2025, this article was updated in January 2026 to reflect newly […]
DST 1031 Exchanges for Investors Seeking Simplicity and Diversification
June 25, 2026
A few years ago, I was living in Buffalo, New York, and managing a rental […]