Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Empty Nest—3rd Quarter 2026 Commentary
September 30, 2026
Empty Nest A Story of Growth, Friction, and a Black Lab Seven years ago, my […]
3rd Quarter 2026: Market and Economy
September 30, 2026
The S&P 500 is up 86% over the last three years; surely that can’t continue! […]
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 […]
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
The Treasury Department released proposed regulations in September 2026 that introduce additional clarity regarding Trump […]
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 […]