Author: kwsm

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

Corporate accounting and the earnings reports issued by publicly-traded companies (that is, those that trade on the stock market) would seem to be a matter of simple mathematics. The company … Read More

If you enjoy painful memories, then think back to when the average price of gasoline at the pump was up over $5.00—last June. Today, the average price around the country … Read More

You can be forgiven for scratching your head at the current bond market, and one of the more perplexing aspects of it is the yield curve in the municipal bond … Read More

  Maybe this financial planning strategy is a loophole, and maybe it should be closed based on current tax policy. But the recent tax act, and several previous ones, failed … Read More