Financial Advisor and Tax Consultant

Investment

A Paradigm Shift in Car Buying: A Case for Tesla

Introduction With the evolution of the automotive industry, the way we perceive car buying is undergoing a seismic shift. No longer should cars be viewed

September 21, 2023

Navigating the Uncertainties of Interest Rates and Inflation: An Investment Discussion

Introduction Interest rates and inflation are often at the forefront of financial planning discussions. Both metrics can influence your investment decisions, spending habits, and overall

September 11, 2023

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

A Paradigm Shift in Car Buying: A Case for Tesla

Navigating the Uncertainties of Interest Rates and Inflation: An Investment Discussion

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

About

Downloads

Contact Us