With tax season in full swing for CPAs, the numbers can become jumbled, social interaction few and far between, and little to no time for additional questions you may have outside of your tax return. Over the years, I’ve noticed...
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All Thoughts
2025 has kicked off with higher investor uncertainty. A couple of key points to prepare.
On January 5, President Joe Biden signed the Social Security Fairness Act, repealing the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) for Social Security benefits. These conditions reduced (if not...
Academics define risk as “portfolio volatility”, which they call “beta”. They do that because they are, well, academics. By equating volatility to risk, they can assign Greek letters to their arithmetic, and write lots of...
The Federal Reserve announced it is ‘leaning’ towards another interest rate cut in December, making the third cut in 2024. This has led to an abundance of financial media headlines like “3 Smart Moves For Investors After the...
Just a quick reminder… Every four years, tensions rise among some investors as to how their hard-earned savings will be affected by the upcoming presidential election. Without going into the details, know that there is no...
The unknown story of the guy that could have been “Buffett” famous! When it comes to long-term investing, many people think the goal is to maximize returns as quickly as possible. But as investors like Warren Buffett and Charlie...
One of the fastest-growing scams aimed at investors involves creating fake, but very convincing, websites that appear to be run by legitimate businesses, including financial institutions. This has become an issue, with many...
On January 1, 2018, the Tax Cut and Jobs Act went into effect, creating sweeping overhauls to taxes for income, estate, corporations, and non-profit organizations. While the law has decreased taxes for most individuals and...