Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
The Beauty of a Diverse America: A Lesson in Building a Diversified Portfolio
October 15, 2026
One Country, Countless Experiences I recently returned from a trip to California, and as I […]
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 […]
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 […]