Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

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 […]

2nd Quarter 2019: Toyota Tacoma

Toyota Tacoma What’s the deal with teenage boys and four-wheel drive trucks? Surely a future […]

2nd Quarter 2019: Market and Economy

Market & Economy For investors, the volatility of the last 18 months has been especially […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

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 […]

I’m Okay; The Car Isn’t: A Primer on Insurance Coverage

“Um, Dad? Hi. I was driving to work and someone hit me ….” “Yes, I’m […]

What is the Best Way to Help My Grandchild Pay for College?

With college tuition as high as it is today, many of our clients are wondering […]