Financial Planning
January 26, 2024

New Tax Rules for 2024

The laws that stipulate how we must handle our personal tax situation are complex and dynamic. Changes can be built into existing statutes and shifting government priorities can also lead…
Investment Strategy
January 22, 2024

The New, New Thing: A Bitcoin Story

In 1999, author Michael Lewis published The New New Thing: A Silicon Valley Story, about Jim Clark, a technology entrepreneur who helped launch the age of the internet. Also in…
Economy
January 16, 2024

Polls, Politics, and the 2024 Election

The race to win the White House in November 2024 is now in full gear. For anyone who’s accustomed to reading the news, watching TV, or engaging with social media…
Investment Strategy
January 9, 2024

New Year, New Narrative

At the start of 2023, a hot topic among the Wise People of Wall Street was not if, but when, the US economy would slide into recession. Some prognosticators were…
Market Updates
January 2, 2024

December 2023 Market Recap: Old Year Wrap Up

Political polarization, bank failures, recession concerns, terrorist activity and global military conflicts were all troubling issues that weighed on the minds of investors last year. However, financial markets showed resilience,…
College Planning
December 11, 2023

Holiday Break- Great Time to Discuss College Expectations

After the much needed and joyful celebrations with families and friends coming up this month, the holiday break for students is a great time to have a family discussion on…
Market Updates
December 4, 2023

November 2023 Market Recap: Talkin’ Turkey

A bird was on the table for many toward the end of the month. The financial markets plated something nice in November, too – allowing investors to talk turkey in…
Reading Recommendations
November 28, 2023

100 is the New 65

There are many facets to longevity. A philosophical (and perhaps scary) part is that it raises issues associated with our own mortality. A promising development is that doctors and scientists…
College Planning
November 21, 2023

It’s a Wrap: Finishing Up College Applications

Admissions Applications  Some congratulations are in order if you’re helping a high school senior through the college application process: you’ve made it this far. There have been college visits, checklists,…
Financial Planning
November 14, 2023

The Catch on Catch-Ups: 401k Update

SECURE 2.0 was a package of legislation signed into law in December 2022 as a follow-up to the Setting Every Community Up for Retirement Enhancement Act of 2019 (aka SECURE…

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