Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Lake Wylie–Coming Together: 2nd Quarter 2021 Commentary
Lake Wylie–Coming Together Our company recently gathered for an off-site retreat out at Lake Wylie. […]
2nd Quarter 2021: Market and Economy
Market and Economy Summer is here and Americans are once again hitting the road. COVID-19 […]
Higher Tax Bills Ahead!
The average investor will face higher tax bills in the years ahead. This is true […]
Speculator or Investor—Which are You?
Is speculating different from investing? Is investing different from speculating? The answers, of course, are […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
You Could Have $0 Taxable Income in 2021
You Could Have $0 Taxable Income in 2021. (And zero or reduced IRA required distributions […]
Charitable Giving Legislation Update
We noted in a 2016 charitable giving article that Americans gave more to charity the […]
Tax Changes Looming?
Everybody knows big tax changes are coming. Nobody knows specifically what those changes will be. […]
Do I Need a Revocable Trust?
Many years ago, my husband and I drafted our estate documents after our first child […]