Author: kwsm

This is your captain speaking… When you’re on a commercial flight, and the plane is approaching turbulence, the captain comes on the intercom to let you know to buckle up … Read More

Were last year’s market losses an illusion? We’ve now experienced two consecutive quarters of healthy market gains, the long-predicted recession hasn’t materialized despite rising interest rates and the Fed reducing … Read More

There’s a persistent misnomer in the minds of some financial consumers that charitable giving can actually benefit the giver from a tax standpoint, if the gifts are carefully structured to … Read More

You probably know that the Biden Administration’s student loan forgiveness plan has been tied up in the courts for months, due to a lawsuit by the state of Missouri and … Read More

The current uncertainty in the banking industry has famously caused some depositors to pull their money from their lending institution, even though their money is insured up to $250,000 per … Read More

Pssst. Do you want to buy a sexy investment? IPO Performance Demystified The Wall Street brokerage community, and brokers themselves, are paid handsomely to “take private companies public,” which is … Read More

Keeping track of your estate planning documents and all the other items that you were told to keep in a safe place can be a daunting task. Even if you … Read More

When millions of Americans leave work, they also leave behind the comforts of a paycheck. Suddenly, in retirement, they are exposed to a chore that they last experienced in their … Read More