Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

3rd Quarter 2019: Drought

Drought “Muscles aching to work, minds aching to create—this is man.” -John Steinbeck, The Grapes […]

3rd Quarter 2019: Market and Economy

Market & Economy After surging to new all-time highs in July, the S&P 500 fell […]

A Recession Is Coming (Eventually)

If you’ve been following the recent financial headlines, you’ve seen that the stock market has […]

Total Return vs. Income: Investing in an Age of Low Interest Rates

HIGHLIGHTS: Over time, the source of Investment Return has changed dramatically. A focus on Yield […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

Where Are Your Documents?

During my childhood, family vacations were a time when we loaded up the station wagon […]

2020 IRS Inflation Adjustments

In November 2019, the IRS released Revenue Procedure 2019-44 (PDF) and Notice 2019-59 (PDF), which […]

Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions

On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]

Stretch IRAs: Here to Stay or Going Away?

Several clients have asked about the proposed SECURE Act legislation and its negative impact on […]