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The Blog

Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Recent Articles

Spring is an ideal time to clean up your finances, clear out the clutter, and get a jump start on getting your financial house in order.
Check out this great graphic illustration of the ins-and-outs of capital gains tax when selling your home.
The U.S. dollar has been in the headlines due to an anticipated pause in Fed policy and concerns over the currency's place in the global financial system.
We're hearing the term "systemic risk" all the time again from the financial media as we battle another (much smaller) banking crisis.
Markets started 2023 with strong gains in January, which were primarily driven by a continued decline in widely followed inflation indicators.
In this market environment, investors have had no choice but to balance a number of difficult issues related to the tightening of financial conditions.
With all the recent chaos and uncertainty in the banking world, I thought it would be good to review the topics of FDIC and SIPC coverage, and how your accounts are protected.
It's possible you could be in a different tax bracket for 2023 than the last time you reported your taxes, even if your income has not changed.
The banking crisis that began in the U.S. has now spread to Europe. Recent concerns over the solvency of Credit Suisse, Switzerland's second largest "global systemically important bank" (G-SIB), was due in no small part to the runs on U.S. banks.
In my opinion, we need a little more consistency of message coming from the Fed. What we sometimes get is very extreme pendulum swings from positive to negative commentary.
Tax filing always feels a bit tedious, but here are 5 tips for completing your 2022 tax return more efficiently.
How important is identity theft insurance? In 2021 alone, the FTC received 1.4 million reports of identity theft in the US.
Despite the constant drumbeat of negativity in the financial media, things are looking up in the market and the economy.
In the ever-changing world of taxes, it's always helpful to have a cheat sheet. And it is tax planning season, so we put together a simple guide to 2023 Important Tax Numbers.
We’ve enclosed our 4th Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.

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