Equities extended the rally from April on the back of AI-related projected earnings
Before moving your 2025 tax return to the electronic file, take a look at some key lines to guide 2026 tax planning.
Nothing to see here… just 10+% equity returns… over 1 month!
Here is a financial framework for those starting their first job – and a refresher for others already working.
The calm steady march higher ended in March with the war in Iran.
Free money is good – from both Treasury and individual donors – but be sure to consider existing alternative accounts for new deposits.
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!