Welcome to our blog. Here we share insights into what we hope will help our clients most.
The Obama-Trump Boom Continues: Economy The National Bureau of Economic Research has recorded 35 expansions since 1984 ranging in duration from 10 months to 120. The Obama-Trump expansion is now 116 months old, closing in on the all-time record of [...]
Markets On Fire, But Many Are Still Worried A blistering open to 2019 has powered nearly every publicly traded business in the U.S.A. As of this writing* 26 of the 30 holdings in the DOW and 465 of the 500 [...]
Annuities tend to have a bad reputation; too expensive, too opaque, too cumbersome. For the better part of my 31 years advising clients that are approaching retirement or who are recently retired (or semi-retired), I have typically advised against annuities, [...]
Prepare for the Bear: Retirement Investing After the worst ever performance on Christmas Eve last year, the markets staged a "post-Christmas rally" as the DOW added over 1,080 points (4.9%) its biggest one day point gain ever. The S&P 500 also [...]
Reduce Your Tax Burden Before Year-End: Tax Planning The new tax law has added a wrinkle to year-end tax related planning; A higher standard deduction ($18,000 for individuals and $24,000 for married couples). For those 65 [...]