2024 Second Quarter Investment Report
The U.S. and (to a lesser extent) global equity markets continue to generate positive returns for investors, the bond market is settling down and the long-predicted recession keeps being moved … Read More
Why It’s Good to Think About Investing as the Cost of Capital
It’s easy to think about the stock market like it’s a retirement program. That’s certainly how it seems to function as you save toward that goal. Typically you’ve accumulated a … Read More
Reducing Taxes Via Exit Planning | July 2024
Selling your business comes with major tax implications. You likely don’t want to pay any more than the minimum in taxes when you sell. With planning, it’s possible to reduce … Read More
How Will Congress Fix Social Security?
It seems like every news cycle includes an article about how the Social Security trust fund is about to run out of money. ‘About’ may be somewhat of a misnomer. … Read More
State Tax Rates in Context & How Will Congress Fix Social Security? | July 2024
Several U.S. states have become attractive destinations for retirees, due to the fact that they don’t charge state income taxes. Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming fall … Read More
State Tax Rates in Context
Several U.S. states have become attractive destinations for retirees, due to the fact that they don’t charge state income taxes. Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming fall … Read More
Why You Shouldn’t Do Everything | June 2024
When you started your business, you might have done a lot of the heavy lifting alone. It’s something to be proud of. As businesses grow, they tend to become more … Read More
Homeownership Costs in the U.S. Jumped 26% Since Pandemic Began
This article was written by Jennifer Epstein and originally published on financialpost.com. Expenses including taxes, insurance and utilities all soared during a period of high inflation across the economy. The … Read More
One of the Most Important Factors in Retirement Planning Is Something Almost Nobody Wants to Talk About
In some ways, planning for retirement is abstract. You talk about things like dreams, goals, and second chapters. But in other ways, it’s just simple math. You’re going to need … Read More
The Eternal Race Between Wages and Inflation
You might think that hourly wages and worker compensation closely tracks the inflation rate, but as you can see from the graphic, the two are in a constant tug-of-war; wages … Read More