Welcome to our blog, where we share timely insights, industry updates, and practical strategies to help you stay ahead in today’s financial landscape. You’ll also find the occasional movie review or something unexpected—because there’s more to life than numbers. Check back often for new content, and thanks for reading along with us.
The House GOP’s new tax plan proposes extending TCJA cuts, expanding SALT deductions, restoring 100% bonus depreciation, and enhancing Opportunity Zone breaks—key changes that could impact high-income earners, investors, and business owners
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Tuesday, June 2, 2020
As states cautiously begin the process of relaxing their COVID-19 restrictions, I am often asked, “Why is the stock market doing so well when the economy is doing so poorly?” It’s a great question, and fortunately,...
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Wednesday, September 13, 2017
You are probably aware of the Equifax security breach news that broke on September 8, 2017. 143 million consumers are affected by this data breach that includes credit card information, social security numbers, names, addresses,...
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Monday, September 12, 2016
The stock market has been eerily quiet of late. Through the market close on September 8th, the S&P had not moved up or down 1.0% in a single day for 51 straight trading days. You have to go all the way back to the fall of 1995 to find...
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