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 […]