Welcome

Does Your Paycheck Need A Health Check?

In any given year, it’s good practice to take a look at your payroll deductions. But it’s even more urgent now, considering the seismic shift in tax policy from 2017 to 2018. The Tax Cuts and Jobs Act of 2017 … Continue reading

Inside an Index

The seasons are changing, but not much seems to be changing with stocks. Leaves are falling. Stocks prices are ascending. Another day, another new all-time high.  Even the first trading day of Q4 welcomed new highs, and the Dow Jones … Continue reading

September 2017 Recap

Hurricanes Harvey, Irma, and Maria wreaked havoc within a few weeks of each other.  Houston was hit with historic rainfall from Harvey, and much of Florida was ravaged by wind damage from Irma.  But Puerto Rico suffered the most out … Continue reading

July 2017 Recap

It’s becoming more common to hear the Bears calling for a big drop.  Why do they say that?  Well, first they hope to be right, which earns a lot of street cred.  It’s an easier call to make because risk … Continue reading

Universal Basic Income – What Is It and Why Are People Talking About It?

Universal Basic Income (or UBI) is a trendy social policy concept being tossed about by a wide variety of thought leaders from Silicon Valley to the Washington DC think tanks.  Whether it is a solution to combat the loss of … Continue reading

June 2017 Recap

It’s said that timing is everything. And that’s true. But really, it’s bigger than that. Time – itself – is everything, and truly the world’s best companies are finding ways to give you more of it. We got pretty lucky … Continue reading

Long-term Care Planning

In the year 2000, almost 10 million people needed some form of long-term care in the United States. Of that number, 3.6 million (37%) were under age 65 and 6 million (63%) were over age 65*. What does that really … Continue reading

May 2017 Recap

Let’s quickly touch on economic and capital markets news and then move to a feature on Amazon, which just celebrated its 20 year anniversary as a publicly listed company last month. US ECONOMY The U.S. economy is growing, but not … Continue reading

Beneficiaries

I’m sure most of you are glad the tax filing deadline has come and gone, although I suspect there are plenty of you that have postponed the inevitable with an extension.  Either way, just getting through the April deadline seems … Continue reading

April 2017 Recap

According to traditional etymology, the month of April derives its name from the Latin verb aperire which means “to open”. This makes sense as April is known as the month when trees and flowers begin to bloom in earnest. The … Continue reading