Health Insurance Premium Tax Credits and Income Planning
Investors hire advisors to, among other things, maximize the after-tax value of [...]
Price to Sales of Mag 7 and an Interesting (Relevant?) Quote from 2002
I came across this quote recently from Scott McNealy, the [...]
Tariffs and Inflation
Many have been surprised at how steady inflation has been [...]
When the Fed’s Dual Mandate is in Conflict
As widely expected by about the entire world, yesterday, the [...]
Should the Federal Reserve Lower Interest Rates?
There has been tension between President Trump and the Federal [...]
Market Valuation Update
It's been a while, but it's time to provide an [...]
Stock Market Got You Stressed? Just Refer to the Stress Tests In Your Financial Plan
There has obviously been some volatility in the U.S. stock [...]
Valuation Update
It's time for a U.S. stock market valuation update. I'm [...]
Don’t Pay More Tax Than Necessary!
Generally, interest paid by federal government bonds is exempt from [...]
Health Savings Accounts
Health Savings Accounts (HSA) offer the best of both Pre-Tax [...]
