Next Year’s Tax Brackets for 2024 The Internal Revenue Service has (finally!) released the tax brackets for 2024, which are annually indexed for inflation. The top bracket is always the … 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 … Read More
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
Strive for Antifragile, Accept Resilient, and Don’t Rely on Crowd-Funding When I was a child, my father was injured on the job and could never work again beyond sporadic and … Read More
Bankruptcy Epidemic If you’re looking for something to worry about, consider bankruptcies. Normally, we see an uptick in companies filing for bankruptcy during recessions—for obvious reasons. An economic slowdown generally … Read More
Individuals with advanced economic degrees and economists that are employed (sometimes at astronomical salaries) at the big brokerage firms have inside data that tells them where the economy is going. … Read More
Diminishing Stock Market Back in 1997, investors could choose from more than 8,000 publicly-traded companies listed on the various exchanges. Today, that number is just over 4,000. What’s going on? … Read More
Market Turbulence Ahead 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 … Read More
IPO Performance Demystified Pssst. Do you want to buy a sexy investment? The Wall Street brokerage community, and brokers themselves, are paid handsomely to “take private companies public,” which is … Read More
Backdoor Loophole 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, … Read More
