Tax planning can be more art than science. It often takes a certified public accountant (CPA) with a tax specialization, as well as an investment specialist, and perhaps even experts
The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first
Each year, we like to take time to reflect on what happened in investing over the past 12 months. This not only helps us discuss your portfolio with you, it
While it’s debatable just how much politics affect the stock market and economy, politicians care quite a bit about what happens with both. As we head into an election year,
After 2023 left investors scratching their heads, U.S. News is asking whether the much discussed, yet elusive, recession and bear market are waiting for us in 2024. The publication shares
Recently, a reporter reached out to me with a question: Why do people making a high salary end up poor? While poverty is relative, making a good salary but feeling
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