Year-end planning tips to boost wealth
We have been busy the last few weeks helping clients keep more of what they earn and transfer it efficiently to the succeeding generations. This week we discuss some tips to boost wealth. Bracket management.
Hard career choices
Hard career choices have been a recurring theme this year in consultations with clients. We should say anguishing career choices, because these forks-in-the-road involve significant personal trade-offs, and the stakes are high. This week we
What a difference an election makes. Or Not?
What will a new Congress bring? A new level of bipartisanship? More gridlock? What will be the impact to investors? Markets hope the stage is set for a constructive relationship between the parties and pro-growth
The $5 million IRA owner next door
About 9,000 taxpayers have more than $5 million each in their individual retirement accounts, according to a recent report by the Governmental Accounting Office. The Governmental Accounting Office report is found here: Click here to
What’s driving market volatility now?
What drives market volatility? Professor Robert Shiller of Yale contrasts the narrative of recent volatility with volatility in 2011. Skyrocketing volatility of the last several weeks, although painful, is normal and can be healthy, according
Fear subsides
Calm has returned to markets after several unnerving weeks. The “fear index” has dropped to a calm reading after spiking to its highest reading since 2011. Lessons were learned. The consumer is unshaken. Panic Defused