Your brain is NOT hard-wired for investing!
Most of my clients have heard me say I like to rely on “dispassionate decisions made with data around the dinner table”.
Most of my clients have heard me say I like to rely on “dispassionate decisions made with data around the dinner table”.
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.
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.
Making a "financial gift" to your significant other may not be romantic - but it is evidence of love and devotion.
This just in: 2022 was not a great year for most people’s portfolios…
Before you put a bow in this year’s finances 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 2023: