What a whirlwind were the first two quarters of the year!
If we simply looked at year-to-date returns, it would seem like a pretty normal year. Up 6% for the S&P
When people hear the term estate planning, many assume it’s something only the wealthy need to worry about. In reality, estate planning is an essential part of
What if there was a way to set aside money, watch it grow tax-free, and spend it tax-free - all while saving on your healthcare costs? That’s exactly what a
Years ago, while visiting investment managers in Manhattan, I had an interesting experience. I went from a reputable value manager from one side of the street
Disability Insurance is insurance for your income if you become disabled and not able to work. Most people have the coverage through their work in the form of
The Markets
Nobody likes to balance the budget.
Some pundits said Moody’s rating downgrade of U.S. Treasuries was a nothing burger. After all, the rating change
The Markets
Last week, the U.S. stock market showed why it’s a good idea to stay invested through bouts of volatility.
Major U.S. stock indices notched sizeable
The Markets
The winds of uncertainty are blowing, and the waters are choppy.
In recent weeks, United States stock markets saw steady gains, recovered from the
The Markets
American companies did well in the first quarter.
During earnings season, publicly held companies tell investors how they performed during the
Over the years my family and I have enjoyed playing Whac-A-Mole or games like it. For those not familiar, the object of the game is to hit the mole wherever it
Now that another tax season is behind us, it’s the perfect time to reflect back on your tax picture—specifically, your W-4 elections. Whether you received a
The death benefit of Life Insurance is paid out tax free normally if the owner and beneficiary are structured properly. You would assume that an Attorney or CPA
