Estate Planning

Funding Puts the Fun-(ction) in Your Trust

I have always struggled with the use of the term "funding" as it pertains to trust planning. In reality, a more

Unusual Times Demand Unusual Statistics

Much of the recent buzz around issues like inflation has focused on the terrible numbers we see being reported. But the

What To Know About The New And Upcoming Child Tax Credit Portals

As recent letters to taxpayers who might be eligible for the advance child tax credit indicated

June 2021 Monthly Economic Update

Stocks traded in a narrow range in May, with technology and other high-valuation companies under selling pressure. The Dow

What Is Herd Instinct?

First, remember that no political party has been exclusively great or awful for stock markets. And while many might view Republican

Biden Policies to Impact Stock Markets – Part II

First, remember that no political party has been exclusively great or awful for stock markets. And while many

Biden Policies to Impact Stock Markets – Part I

Will the policies of the Biden Administration have a negative or positive impact on the stock market? A

How To Cut Your Taxes, And Boost Your Dividends, Like The 1%

Now that the Democrats control the House, Senate and the White House, you’re probably wondering what

Higher Inflation Could Be Ahead. Should We Be Worried?

The warnings that higher inflation lurks around the corner are starting to show up everywhere. They are

Will the IPO bonanza last?

For over a decade many people in finance have worried about the decline of the public company. Big firms were shrinking their capital