THANKSGIVING 2022 November 24, 2022 Thursday is Thanksgiving, and I would like to continue with my annual tradition of listing the things for which I am most thankful and encourage you to do the same. For me, at least, it makes the challenges of life somehow less daunting. At the same time, …
No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.
It’s been a while since the last time I wrote one of these missives. Hopefully you’ve been happy with the content of our other emails that come to you several times per week, along with regular updates to our website. As the unofficial beginning of fall is here marked by the Labor Day Wee …
When presenting to individual investors, what I worry about the most is offending an audience member’s political views, especially when there’s a Q&A to follow. As our political discussions grow more contentious, it’s more challenging to avoid stepping on toes.
Life is treating you well. Success shows in your promotions at work. The kids graduated from college, and they are out on their own. The nest is empty and you realize it’s high time you focused on your financial health – finally!
Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.
The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changes tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes to some degree.
