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2023 Year End Tax Tips Thumbnail

2023 Year End Tax Tips

As you put bows on presents you are wrapping for others – don’t forget to put a bow on your taxes for 2023! Here’s a list of things you can do between now and the end of the year to either reduce taxes or put yourself in a better position financially going into 2024:

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Disagreeing with Dave Thumbnail

Disagreeing with Dave

I’ve listened to Dave Ramsey's show many times over the years. While I agree with the majority of the things Dave teaches, there is one area that has always stuck out to me as curious. It’s his investment advice.

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Trying to Predict Market Response to Future Events Thumbnail

Trying to Predict Market Response to Future Events

As I look back over the years I have worked with clients there have been significant things to be concerned with every year - and most of the time we have multiple important concurrent reasons to fret. Sources of angst vary by person, but broad categories include politics, geopolitics, valuations, natural disasters, wars, financial disasters, etc...

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Should you Rely on Social Security?   Thumbnail

Should you Rely on Social Security?

In my experience those who are not currently collecting Social Security either completely discount or significantly underestimate the program in their future financial calculations.

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A Wall of Worry Thumbnail

A Wall of Worry

There’s an old Wall Street saying that stocks “climb a wall of worry”. Certainly, during the twenty-eight plus years now that I’ve been an investment advisor – that has been a truism! Starting early in my career with the Asian Financial Crisis to this spring’s regional banking failures – looking back almost every year there seemed to be an issue that was seemingly insurmountable. And yet… markets have found a way over and through each crisis.

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