Sophisticated financial advice for sophisticated individuals
Looking ahead - What might the 2020 election mean for the stock market?
With the election nearing, investors are weighing their options. Who will win? What will it mean for the stock market? What should you do now? These are some of the important questions I tackle in this blog post.
Whole Life Insurance … Love It or Leave It?
Low interest rates can be bad news for these types of policies. Here are 3 reasons why now is a good time to review your policy with an in-force illustration from the carrier.
You Received Unemployment Benefits During COVID-19. What Does That Mean for Your Taxes?
Receiving unemployment compensation is a huge help. But an unexpected tax hit? Not so much. Here, we go through 3 ways you can take control of your taxes if you claimed unemployment benefits during COVID-19.
Estate and Financial Planning Ideas in a Low Interest Rate Environment
Making lemonade out of lemon: Stock market volatility and low interest rates create estate planning opportunities.
Kiplinger's Article: Do-It-Yourself Index Funds: A Smarter Way to Own the Index?
Index funds are easy, but when you buy them you are giving up your chance to take an important tax break. Here's how to create a better index fund.
