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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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Make Your Charitable Giving MORE Tax-Efficient Thumbnail

Make Your Charitable Giving MORE Tax-Efficient

A Donor Advised Fund (DAF) is a charitable investment account established for the purpose of maximizing flexibility and tax-efficiency of charitable giving. It allows donors to make a charitable contribution of either cash, appreciated stock or even a business or appreciated real estate and receive an immediate tax deduction! The donor gets a deduction on their taxes for the gift in the year it’s contributed to the DAF but is allowed tremendous flexibility on the timing and ultimate charitable destination of those gifts.

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God, Family, Country Thumbnail

God, Family, Country

Patriotism, having children and religion were values embraced by previous generations of Americans. However, these values are in steep decline according to a recent poll conducted by The Wall Street Journal.

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The Moral Hazard of Federal Intervention at SVB Thumbnail

The Moral Hazard of Federal Intervention at SVB

In the famous words of Mark Twain, "history never repeats itself, but it often rhymes." Recent events, including the demise of Silicon Valley Bank and subsequent regulator response, are a painful reminder of policy mistakes made in the past.

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