Comments through end of February. Be sure to look under the surface… and have the right sized boat.
The key documents your accountant needs – and yes, there is still time for contributions to impact the 2025 tax year.
A solid start to the year, at least through 1/31. And watch mortgage rates!
Tax planning is a year-round topic. Be sure to incorporate the new OBBBA changes.
Neutral end to the year… except for International Equities
Here is my traditional holiday post. Happy Holidays!
Cooler temperatures and cooler markets
Not all tax planning moves can wait until next spring. Here are some things to consider now.
Another strong month as markets brush off any concerns – until they don’t
It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.
The historically weak September returns were quite solid this year.
A recent family vacation provided a refreshing “nature bath” and reinforced some fundamental retirement planning concepts.