What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, January 21, 2021

Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?”

Friday, January 8, 2021

On some level, this was inevitable. Higher taxes, that is. After all, when Congress passed the Tax Cuts & Jobs Act of 2017, they built in a safety net. On January 1, 2026, taxes are scheduled to revert higher 2017 levels. What to do.

Thursday, August 13, 2020

Longevity Risk, or "running out of money risk," is one of the Four Horsemen of retirement. The other three are Market Risk, Tax Rate Risk, and Long-Term Care Risk. Many people successfully save over their working years, and benefit...

Thursday, September 26, 2019

It's not really how much you're saving, but where you save that is most important. This article describes the reasons why some types of accounts are more advantageous to investors and why.

Monday, August 26, 2019

The inversion of the yield curve, negative interest rates, the trade war, and slowing European economic growth are threatening to throw the U.S. economy into a recession. It is only a question when one will occur next, not if.

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Friday, June 28, 2019

As the likelihood of higher tax rates increases, many proactive investors are looking to the Roth Conversion as a way to protect their retirement assets. As they do so, one question sometimes arises: Do Roth Conversions satisfy RMDs?

Friday, June 28, 2019

CBO Director: Important to give Advance Warning about Coming Changes to Social SecurityPoliticians don’t like to discuss it much but policy wonks in Washington are finding it harder and harder to ignore: The federal government...

Friday, June 28, 2019

The Coming Tax Freight Train of Higher TaxesThe inevitability of higher taxes in the future has often been likened to an oncoming freight train. Why? Because Americans who do their retirement savings in tax-deferred investment accounts...