Financial Advisor and Tax Consultant

Investing Insight

The Downturn in Perspective

By now you know that market timers and traders were spooked once again, causing a downward ripple across the U.S. investment markets. It’s not easy

November 30, 2022

College Planning

Student Loan Forgiveness Update

As the final days of the federal student loan moratorium loom the federal government and the U.S. Department of Education have began to issue guidance

September 21, 2022

Inflation

Inflation Reduction Act

There are numerous features of the Inflation Reduction Act, but only a few that would be considered actionable for clients. Other aspects of the bill

September 21, 2022

News

Recession Report

Many times, consumers and the person-on-the-street recognizes that the U.S. economy has entered a recession long before the economists get around to declaring it. That

August 3, 2022

Inflation

NOT – Transitory Inflation

For much of last year, the economists at the U.S. Federal Reserve Board confidently told the public that the rampant inflation we were experiencing in

July 14, 2022

Inflation

Inflation Across the World

The inflation rate, which was so moderate for so long, is now back in the news—and the news isn’t good. The U.S. Consumer Price Index—the

October 27, 2022

Lifestyle

Unusual Downturn

Are we in a recession today? That’s one of the key questions that investors and economists are asking, and there is no easy answer. A

October 27, 2022

Retirement

Traditional vs. Roth IRA

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of

October 27, 2022

Investment

A Decision Not Made Is Still a Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision

June 27, 2022

Investment

Pullbacks, Corrections, and Bear Markets

When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it’s a

October 27, 2022

The Downturn in Perspective

Student Loan Forgiveness Update

Inflation Reduction Act

Recession Report

NOT – Transitory Inflation

Inflation Across the World

Unusual Downturn

Traditional vs. Roth IRA

A Decision Not Made Is Still a Decision

Pullbacks, Corrections, and Bear Markets

About

Downloads

Contact Us