Real End-of-Year Planning
If you’re even a casual social media browser, you’ve probably seen pitches talking about ‘year-end tax planning,’ or ‘things to do before the end of the year for your finances.’ … Read More
The Purpose of Business Owner Exit Planning | November 2023
Taking Fate into Your Own Hands Business owners are used to having control. But some things are uncontrollable, and without a plan, those uncontrollable things can create negative consequences that … Read More
Charitable Contribution Complexity & Stock Market Update | November 2023
Charitable Contribution Complexity If you donate money to somebody in need, you can write off that gift on your tax returns, right? Would that the charitable contribution laws were that … Read More
Monthly Market Commentary & Stock Market Update
Monthly Market Commentary Asset class returns declined broadly for the third consecutive month in October. Treasury yields continued to climb and put pressure on both equity and fixed income assets … Read More
Why to Not Exit the Stock Market at The Wrong Time
The Bumpy Part of the Roller Coaster We never recommend that you watch the market movements on a daily basis, because it’s one of the few certain recipes for heartburn. … Read More
Charitable Contribution Complexity
If you donate money to somebody in need, you can write off that gift on your tax returns, right? Would that the charitable contribution laws were that simple. The actual … Read More
What Is the Market Thinking?
If ever there was a time when we would expect the collective market sentiment to suddenly decide that stocks are overvalued and cause a bearish plunge in stock prices, it … Read More
Tax Cuts & Jobs Act of 2017 Soon to Expire | October 2023
Tax Cuts & Jobs Act of 2017 Soon to Expire Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are … Read More
Opportunities in a Economic Downturn | October 2023
Opportunities in a Downturn We obviously can’t predict a market down-turn in advance, but we can certainly prepare for one. With the markets in a bit of a doldrums the … Read More
2023 Third Quarter Investment Report
Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what … Read More