Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
A Recession Is Coming (Eventually)
August 16, 2019
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
August 15, 2019
HIGHLIGHTS: Over time, the source of Investment Return has changed dramatically. A focus on Yield […]
2nd Quarter 2019: Toyota Tacoma
June 30, 2019
Toyota Tacoma What’s the deal with teenage boys and four-wheel drive trucks? Surely a future […]
2nd Quarter 2019: Market and Economy
June 30, 2019
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
August 27, 2019
On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]
Stretch IRAs: Here to Stay or Going Away?
August 14, 2019
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
July 15, 2019
“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?
June 28, 2019
With college tuition as high as it is today, many of our clients are wondering […]