Category: Finance
What is Relevant About the New Tax Law? Part 4: MORTGAGE INTEREST
New limits on mortgage interest deductions are included in the tax law signed by President Trump last December. For 2018, ...
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Technology and Small Caps Score Best Sectors for Q2 and 2018 (7/5/2018)
The Dow Jones Industrial Average and the S&P 500 reached the end of the second quarter well below their all-time ...
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The Art of Saying Nothing – 6/4/2018
Imagine if President Trump would have adopted a period of reflection and silence after he signed the tax cut bill ...
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What is Most Relevant About the New Tax Law? Part 3: EDUCATION – EXPANSION OF THE 529 PLAN
Since the creation under the Small Business Protection Act of 1996, 529 accounts have allowed savers to contribute after-tax dollars ...
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What Makes the Stock Market Wobble?: Rising Interest Rates and Trade Wars – 5/2/2018
The stock market wobbles when the Federal Reserve consistently raises interest rates. This is normal as businesses and consumers need ...
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Keep Your Eye on Corporate Earnings, and Turn Off the TV – 4/3/2018
As fiduciary investment managers, we appreciate the market-friendly results from phase one of the Trump administration in regard to corporate ...
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What is Most Relevant About the New Tax Law? Part 2: ESTATE AND GIFT TAX
The estate and gift tax exemption in the federal tax code (Form 706) applies to an individual’s gifts made during ...
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Be a Winner — Learn to Live with Volatility (and other thoughts on the current market) – 3/2/2018
Be a Winner — Learn to Live with Volatility February brought the highly anticipated 10% pullback after the biggest drop ...
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The Health Savings Account: an often-overlooked financial opportunity
A Health Savings Account (HSA) is a unique type of savings and investment vehicle that encourages United States residents to ...
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