Notes on the Economy – Q4 2024 Summary
It looks like the economy is on approach for a soft landing, but wind shear could cause a hard landing or pilot error could force a go-around.
’Tis the Season for Scammers
Protect yourself from common holiday scams with these tips.
If Tax Cuts and Jobs Act Expires, Some Estate Gifts Risk Being Clawed Back
Pay attention to whether the donor retains an interest in the gifted asset.
ERISA at 50: Reflecting on the Evolution of Retirement
Retirement security was enhanced by ERISA and subsequent legislation, yet challenges remain.
Notes on the Economy – Q3 2024 Summary
A soft landing for the economy appears more likely, but it is too early to celebrate. A lot of recent data are sobering.
Financial Planning for Couples Marrying Later in Life
Protect the life and wealth you have already accumulated.
Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly
Request this 4-page report to understand stock options and how to exercise stock options with confidence.
The Gray Divorce Revolution: How to Keep Your Golden Years Golden
Disentangling complex finances later in life can severely impact past planning and future wealth.
Navigating the Complex Terrain of a High-Net-Worth Divorce
Thriving through the divorce process requires making potentially life-altering decisions.
Notes on the Economy – Q4 2023 Summary
Financial market participants now seem to believe inflation will be successfully suppressed without a recession. Well, maybe.