4 Ways President Biden’s Proposed Tax Changes May Impact You

4 Ways President Biden’s Proposed Tax Changes May Impact You

With the election results in Georgia now certified, we now know the ultimate effect of the 2020 elections, with Democrats gaining control of the White House, maintaining control of the House of Representatives by a slim margin and forging a 50-50 split in the Senate....

Latest

Investment Outlook – January 2021

Investment Outlook – January 2021

A New Year!   We have a friend who makes it a point to be in bed asleep when midnight arrives on New Year’s Eve. This year, he’s made an exception to this rule. His reason: “I want to make sure that 2020 actually leaves.” And indeed, this past year has been an...

The Morning View: December 31, 2020

The Morning View: December 31, 2020

Announced this morning, Initial Jobless Claims were 787,000 for the week ending December 26th, less than expected.  Continuing Claims were 5,219,000 for the week ending December 19th, also less than expected.  Overall, both measures are slightly better than estimates...

Can You increase Your Legacy Quotient?

Can You increase Your Legacy Quotient?

THIS ARTICLE IS FINAL ARTICLE IN A FOUR-PART SERIES THAT EXPLORES ESTATE AND LEGACY PLANNING. Our first article discussed the importance of understanding the difference between eulogy virtues and resume virtues in estate and legacy planning. Our second article...

2 Key Traits Smart Investors Share with Great Chess Players

2 Key Traits Smart Investors Share with Great Chess Players

Watching “The Queen’s Gambit” got me thinking about how investing and chess have some fascinating similarities. To be successful, you must look many moves into the future, and you have to be able to spot the difference between a gambit and an opportunity. Originally...

The Morning View: December 10, 2020

The Morning View: December 10, 2020

In this morning’s data, Initial Jobless Claims were 853,000 for the week ending December 5th, much higher than the 725k expected and Continuing Claims were 5,757,000 for the week ending November 28th, also more than expected. Meanwhile, the Consumer Price Index...

Legacy and Estate Planning – There’s More To It Than Money

Legacy and Estate Planning – There’s More To It Than Money

THIS ARTICLE IS SECOND IN A FOUR-PART SERIES THAT EXPLORES ESTATE AND LEGACY PLANNING. Our first article discussed the importance of understanding the difference between eulogy virtues and resume virtues in estate and legacy planning.   When it comes to estate...

Monthly Market Update

Monthly Market Update

December 2020 There couldn’t be a greater cocktail of news during November, with three COVID vaccines showing strong promise and the political transition beginning to formally occur. All this with a backdrop of zero interest rates and a record fiscal deficit. Needless...

The Morning View: December 4, 2020

The Morning View: December 4, 2020

Announced this morning, the economy added just 245,000 jobs in November, less than the 460k expected.  The Transportation & Warehousing industry was strong, while Retail Trade and Government jobs were weak. The Unemployment Rate fell to 6.7%, from 6.9% the...

Interested in speaking with

one of our experts?