Tax – The Four-Letter Word There seems to be a visceral reaction tied to the word “tax”. Nearly every political campaign is waged using the “T” word. Candidates and incumbentsContinue reading “Taxes”
Taxes

Tax – The Four-Letter Word There seems to be a visceral reaction tied to the word “tax”. Nearly every political campaign is waged using the “T” word. Candidates and incumbentsContinue reading “Taxes”
Market Review for Q4 and 2022 Click here for PDF of Market Review for Q4 and 2022
Quarterly Market Review October 2022 Third Quarter Market Review October 2022
On The Mark: Midterms & Markets Click here for the PDF version of On The Mark: Midterms & Markets
The Symptomatic Treatment of Student Loan Debt In August, President Biden announced a Federal student loan forgiveness policy. The new policy provides relief to more than 90% of the forty-fiveContinue reading “The Symptomatic Treatment of Student Loan Debt”
July 2022 Quarterly Market Review
Buffers & Guardrails & Safety, Oh MY! Many folks have viewed their investment statements for the first half of the year and recoiled as they’ve seen losses mount. Times ofContinue reading “Buffers & Guardrails & Safety, Oh My!”
Reaching Financial “Zen” “Zen-like awareness allows us to run with the bulls and hide from the bears” – Zen and the Art of Risk Management Financial professionals are oftenContinue reading “Reaching Financial “Zen””
Quarterly Market Review 2022
2022 Market Outlook: Navigating the Year Ahead
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