Adjusting lifestyle to fit the new world
Massive changes are headed our way. This isn’t hyperbole; it’s a thoughtful analysis based on the restriction of supply as a result of...
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Markets and America are being tested
While Republicans push for American autocracy, markets behaved wildly for plausibly other reasons. The Federal Reserve announced last...
Biden's tax agenda for investors
Major implications of Biden’s new “American Families Plan” is targeting households with incomes $400,000 and above. Proposed changes...
How to get Tax Free Wealth in Retirement
Nothing is certain but death and taxes, unless you’re a billionaire or if you read the book, Tax-Free Wealth^1. The latest revelations of...
The growing of dark money in SPACs and NTFs and a warning to investors
Recent headlines of billions of dollars exchanging hands so far this year thanks to the latest creation in financial ingenuity. SPACs,...
Being grateful and why I'm looking forward to the new year
Nobody could have predicted the scale of the calamity that we experienced in 2020. The loss of jobs and lives as a result of the pandemic...
Will social security run out?
You may see the alarming note on your latest social security statement saying that projected levels are not enough to sustain payouts...
How will the markets perform in this election?
This market is no stranger to volatility and it’s never been less so than in the month ahead of a Presidential election. In 2016, when...
Covid-19 resources for small business owners and sole proprietors
There are two Covid-19 related resources for sole proprietors and small businesses that can be applied for now. This comes after the CARE...
How the SECURE Act impacts your financial plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how...