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.
Take Advantage of the Estate Exemption Now … Before It’s Gone
Three strategies for cutting estate taxes that wealthy Americans should consider before the law changes in 2025.
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.
Estate Planning Requires Frank, Open Family Discussions
Worried your heirs might squander their inheritances? Here are some tips to avoid that.
Notes on the Economy – Q2 2024 Summary
Is waiting for an impending recession like waiting for Godot? Will it ever come, or is the economy already in the midst of a soft landing?
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.
Optimism Is Driving the Stock Market; Is It Irrational Exuberance?
Two factors are driving the stock market’s boom—anticipation of lower interest rates and the transformative power of AI.
Take the Wheel of Your Own Destiny
When it comes to achieving the American Dream, young people and their families should think outside the box. Here’s how.
Don’t Make This Basic Investing Mistake
Sure, stocks look hot right now, but this mistake can haunt you when the market turns scary.