Market Memo
The Carry Trade
Read more
Investing Based on Politics is a Bad Idea for Your Retirement Portfolio
Complete Library of Memos
Read more
Market Memo (Long-Term Debt Cycle)
Complete Library of Market Memos
Read moreIntroduction to Estate Planning and Revocable Trusts (Part V)
Complete Library of Estate Planning
Read more
Am I Eligible for Social Security Benefits as a Surviving Spouse?
Social Security survivor benefits present an important source of income for many. But, there are several important and unique issues that must be considered for…
Read more
Market Memo
With the first half of the year behind us, we can most definitely say that the U.S. economy is finding its footing once again. In particular, the financial cond…
Read more
Will I Be Automatically Enrolled in Medicare?
Determining when you must enroll in Medicare can be complicated. Depending on your situation you may be automatically enrolled or have to proactively enroll. If…
Read more
Market Memo
Regular readers of my memos know that I try to explain the concepts that are currently impacting markets, the economic environment we are in, and the possibilit…
Read more
Am I Eligible for Social Security as a Surviving Spouse?
Social Security survivor benefits present an important source of income for many people. But, there are several important and unique issues that must be conside…
Read more
Am I Eligible for Social Security Benefits as a Spouse?
Under Social Security, spousal benefits present an important source of income for many people. But, there are several important factors and issues that must be …
Read more
Will I Receive A Step-Up In Basis For the Appreciated Property I Inherited?
In most cases, there is a step-up in basis when property is transferred from a decedent. But there are a few exceptions and some subtle distinctions to keep in …
Read more
Market Memo
10/01/2021
Read more
Market Memo
Memo 10/22/2021
Read more
Market Memo
“The definition of insanity is doing the same thing over and over again and expecting different results .”
Read more
Common Retirement Plans for Small Business Owners
As a small business owner you have many options when establishing retirement plans. Several key factors, specific to each person’s unique situation, must be con…
Read more
Important Numbers for 2022
There are lots of important numbers to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often…
Read more
Market Memo
01/14/2022
Read more
Market Memo
For additional content see our full library here.
Read more
Market Memo
For a complete library of past Memos, click here
Read more
Market Memo
Check out the full library of Market Memos here
Read more
Market Memo
For archived memos click here
Read more
Market Memo
For archived memos click here
Read more
Should I Contribute to a Roth or a Traditional IRA
To access our full library of Flowcharts and Checklists click here!
Read more
Market Memo
Unwinding the Fed Balance Sheet
Read more
Market Memo
As I write this memo, the S&P 500 index is now down over 18% year-to-date (YTD), the Nasdaq is down over 27%, and the Europe/Asia/Far East (EAFE) internatio…
Read more
Market Memo
For access to the full library of Market Memos click here .
Read more
Market Memo
To access the complete archive of Market Memos, click here
Read more
Market Memo
For the complete library of Market Memos, click here .
Read more
Market Memo
To access the complete library of Market Commentary, click here .
Read more
Market Memo
For access to the complete library of Market Memos, click here!
Read more
Market Memo
To access the complete library of Market Memos, click here .
Read more
Market Memo
To access the complete library of Memos, click here.
Read more
Market Memo
For access to the complete library, click here!
Read more
Market Memo
For access to the complete library click here.
Read more
Market Memo
For the complete library of Market Memos, click here
Read more
Tax Planning for Retirement: The Long Game
Tax planning in retirement shifts focus from minimizing current tax to optimizing withdrawals. Learn how asset location and Roth conversions may improve long-term outcomes.
Read more
Market Memo
Market Memo Library
Read more
Market Memo
Complete library of Market Memos
Read more
Market Memo
Market Memo Library
Read more
Market Memo
Market Memo Library
Read more
Market Memo
Complete Library
Read more
Market Memo
Complete Library of Market Memos
Read more
Tax Planning and Wealth Management
In today’s landscape, harmonizing your tax tactics with your wealth objectives has taken on heightened significance. While collaborating with a financial consul…
Read more
Market Memo
Complete Library of Market Memos
Read more
Market Memo
Market Memo Library
Read more
Market Memo
Market Memo Library
Read more
Market Memo
Market Memo Library
Read more
Market Memo (Deficits)
I wrote about the Government’s budget deficit in August of last year. ( You Can Read It Here ) I believe the deficit issues facing many countries will determine the direction of global asset prices, particularly bonds. I don’t foresee the ballooning of debt and deficits being an issue this year, but it will be a major issue in the near future.
Read more
Market Memo (Interest Rates Part I)
Complete Memo Library
Read more
Market Memo (Interest Rates Part I)
Complete Memo Library
Read more
Building a Strong Financial Foundation: Key Takeaways from Morgan Housel’s ‘The Psychology of Money’
Money is not just about numbers and figures; it is deeply intertwined with our emotions, behaviors, and decision-making processes. In his book ‘The Psychology o…
Read more
Why Choosing a Financial Advisor Should Be Like Choosing a Doctor
Understanding the Importance of a Financial Advisor
Read more
Market Memo (Interest Rates Part II)
Past Memos
Read more
Beyond the 9 to 5: The Need for Engaging Hobbies in Retirement
The Traditional 9 to 5 Work Life: An Overview
Read more