Notes on the Economy – Q4 2023 Summary
Financial market participants now seem to believe inflation will be successfully suppressed without a recession. Well, maybe.
Deciding Between a Traditional or a Roth 401(k)?
Consider diversifying retirement assets across both account types for future flexibility.
Financial Planning Considerations During Open Enrollment
Are you taking advantage of pre-tax deductions?
Here’s a Steady Investment, and It’s Tax Free
Here’s a nearly sure-fire, risk-free investment that won’t keep you up at night.
Benefits of Spousal Lifetime Access Trusts (SLATs)
SLATs can tax-efficiently transfer significant wealth and provide indirect access to assets during a donor’s lifetime.
Notes on the Economy – Q3 2023 Summary
Economic growth is robust, the unemployment rate is at a 54-year low, the stock market is up over 15% year-to-date! What could possibly go wrong?
Do You Have Enough Property and Liability Insurance?
High-net-worth individuals tend to be underinsured.
Are You an Optimist?
Five investment tips that all prudent individuals should know when building a savvy long-term portfolio.
Tune Out the Noise; Focus on Facts
Confused by conflicting and contradictory economic and financial forecasts? Here’s what investors should know to see through the fog.
Reverse Mortgages Can Make Sense in Some Circumstances
Every homeowner, even wealthy ones, over age 62 can get up to $1 million from this government-insured loan program.