Mar 2022
Conventional wisdom is good, but not always or for everyone. We think there is a small group of investors who should evaluate if making IRA contributions is still correct for them. Make IRA contributions – But not everyone. (pdf)
read more...Feb 2022
What the Tax season and good investing habits may have in common. The tax man is coming. (pdf)
read more...Jan 2022
2021 was a good year if you were invested properly in financial markets. Our review of what went well and our thinking of how we plan to navigate investing in the coming year. 2021 Q4 Market Review. (pdf)
read more...Dec 2021
Year-end Investment and tax Moves – a dry but often profitable topic. Here is a short list of investment and tax related ideas that may impact your money. Year-end investment and tax moves (pdf)
read more...Nov 2021
Estate Planning – it’s a fancy word for expressing your wishes once you pass on. And, it’s an important tool for an advisor to have to manage your portfolio better. Estate planning basics (pdf)
read more...Oct 2021
The markets have “behaved” well so far this year – but we think it’s wise to expect a different future. We are. Expecting a different future – 2021 Q3 Review. (pdf)
read more...Sep 2021
Real Estate, an important but emotionally laced investment Asset class, needs to be evaluated both emotionally and dispassionately. Here are some thoughts if you are considering downsizing your home for retirement. Real Estate – Downsizing your home. (pdf)
read more...Aug 2021
Will President Biden’s proposed tax law mean you will be paying higher taxes on your capital gains? The short answer is probably “No.” (After all it’s still a proposal). But then, its better to be prepared. Some things to think about … Capital Gains Taxes on Your Investments (pdf)
read more...July 2021
Our clients experienced a favorable quarter 2 … but what might be ahead? Investment Review 2021 Q2 (pdf)
read more...Jun 2021
The 2018 tax reform reduced most people’s flexibility to take charitable tax deductions. But, 2020 tax rules made a small concession: You could deduct up to $300 of cash donations without having to itemize. And, here are some more ideas to keep your charitable dollars working hard. Charitable Giving (pdf)
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