When it comes to their portfolios, investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up a volatile year in the stock market, many people are…
Wealth Management & Investments
The end of the year is quickly approaching, and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…
As the title of this article illustrates (and The Beatles so eloquently stated in 1966’s The Taxman), the government has not quite finished taxing you at your death. There is one final tax hurdle to clear:…
There is simply no way to sugar coat the first 293 days of 2022 for investors. The S&P 500 is currently down just over 23% year-to-date. The major international stock index, the MSCI EAFE, is down…
Stubbornly high inflation continued to loom over the markets during the 3rd quarter of 2022. With little improvement in the trailing 12-month Consumer Price Index (CPI), consumers and investors wondered just how long this so-called transitory…
In March 2020, my wife, Margaret, and I celebrated our 25th wedding anniversary and we had planned to celebrate with a vacation to Italy. Needless to say, that trip was postponed – several times. The trip finally…
This past Saturday, I made a presentation at a convention in Las Vegas. There were probably 300 people in the room, which was a little surprising. I said to the group, “Take a look to your…
In this presentation, Chief Economist John Norris discusses the current state of affairs in relation to the economy and potential future moved by the Fed that may impact business operations and success. This presentation is hosted…
The specter of long-term inflation loomed over the markets during the 2nd Quarter of 2022. As the 12-month Consumer Price Index (CPI) hit a 40-year during the quarter, people wondered exactly what the Fed meant by…
There was no shortage of news this week. From the resignation of UK Prime Minister Boris Johnson to the assassination of former Japanese Prime Minister Shinzo Abe to the better than expected Employment Situation for June…