Four Tips for Making Your New Year Happy
January 7, 2025
Here’s what savvy investors will be watching in 2025, and four tips to protect your nest egg.
Notes on the Economy – Q4 2024 Summary
December 3, 2024
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.
The Best Way To Invest $1 Million? It All Depends on You
November 19, 2024
The answer varies based on goals and attitudes toward money.
Here’s What To Do When Interest Rates Drop
September 17, 2024
With the Fed poised to slash interest rates, you may want to review your cash and bond portfolios.
Notes on the Economy – Q3 2024 Summary
August 29, 2024
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
August 15, 2024
Three strategies for cutting estate taxes that wealthy Americans should consider before the law changes in 2025.
Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly
July 25, 2024
Request this 4-page report to understand stock options and how to exercise stock options with confidence.
Estate Planning Requires Frank, Open Family Discussions
July 23, 2024
Worried your heirs might squander their inheritances? Here are some tips to avoid that.
Notes on the Economy – Q2 2024 Summary
May 30, 2024
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?
Optimism Is Driving the Stock Market; Is It Irrational Exuberance?
April 25, 2024
Two factors are driving the stock market’s boom—anticipation of lower interest rates and the transformative power of AI.