Avoiding “Optional” Taxes, Part 1.
We believe that you – our clients – and your favorite charities can encourage human flourishing rather than government bureaucracies.
Wesbury’s Apples, Or How Inflation Actually Works.
The only thing “transitory” about inflation is the public’s decreasing acceptance of the Fed saying that inflation is transitory.
(Legally) Skipping the IRS Toll Booth On Your RMDs.
If your favorite charity is doing ok today but has big dreams for tomorrow, why not consider funding a life insurance policy using your QCD?
The Risk with CDs.
We are entering a world in which CDs are no longer the safe haven some might have imagined them to be.
What an Old Vending Machine Can Teach Us About Emergency Funds.
At its simplest terms, the market has two rules for making money: Buy low, and sell high. The simplest way is to have access to cash.
How To Invest During A Correction.
We don’t ask our clients to do anything that we wouldn’t do, and I’m in some shoes that many others are in, so this might be helpful.
Government Shutdown & Debt Ceiling.
We like to create plans with built-in margins of safety, so that you don’t have to worry about any potential obstacle to your success.
Tax Changes (maybe) Coming Your Way.
Take a look at the various legislation that has been discussed and the likelihood it is, or isn’t, to pass!
100 Books in 2020.
Hey, Friends! Take a look at my top 25 recommended titles of 2020 with summaries and reflections!
Yet Another Advantage of the Donor Advised Fund.
Placing charitable contributions into a donor advised fund eliminates the race against the New Year’s Eve clock.