Financial Advisor and Tax Consultant

Investing Insight

2018 Third Quarter Market Report

2018 Third Quarter Market Report If you believe that the trend is your friend, then perhaps the U.S. stock market is in for an excellent

May 19, 2022

Business Planning

The New Manufacturing

The New Manufacturing We hear about how artificial intelligence is going to change the workforce, and how computers are taking over the world. But perhaps

October 28, 2022

Lifestyle

What High-Achieving People Have Learned to Give Up

What High-Achieving People Have Learned to Give Up High-achieving people will tell you that they sacrificed to get where they are, but what, exactly, did

May 19, 2022

Investing Insight

The Uneven Recovery of Americans After the Great Recession

The Uneven Recovery of Americans After the Great Recession One of the consistent themes we’ve been hearing in the political arena is that the economy

May 19, 2022

Investing Insight

Beware the Bears

Beware the Bears If you’ve been paying attention to the financial news lately, you’re probably seeing a lot of ominous predictions—and they’re usually backed up

May 19, 2022

News

New Tech, New Jobs

It’s interesting to watch economists and tech prognosticators go back and forth over whether artificial intelligence, robots and other thinking machines will kill or create

May 19, 2022

Tax

Withholding Tempest in a Teapot

Chances are, you’ve read an article recently telling you to be careful about the withholding in your paycheck, to make sure your employer (assuming you

May 19, 2022

College Planning

Generational Financial Divide

GENERATIONAL FINANCIAL DIVIDE If some random person off the street handed you $10,000 in cash, no strings attached, and would pay the taxes on this

May 19, 2022

Lifestyle

The Irreplaceable Formula

The Irreplaceable Formula A roundtable of prominent CEOs was asked an intriguing question: what makes an irreplaceable employee? How would you describe this person? You

May 19, 2022

Business Planning

The Long Bull

You can be forgiven for wondering what all the hoopla was about when, on August 22, the newspapers erupted with the announcement that the current

May 19, 2022

2018 Third Quarter Market Report

The New Manufacturing

What High-Achieving People Have Learned to Give Up

The Uneven Recovery of Americans After the Great Recession

Beware the Bears

New Tech, New Jobs

Withholding Tempest in a Teapot

Generational Financial Divide

The Irreplaceable Formula

The Long Bull

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