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News, Insight and Opinions
Nothing Is Certain but Death and Uh, Taxes?
- 031925
- 2 minutes
The Tax Cuts and Jobs Act of 2017 was scheduled to expire at the end of this year, but we may see it extended in some form before then. What will the president and the Republican-majority Congress plan for next year? And how should we be preparing now?…
When Bulls Win—And Other Tales of Monopoly
- 112023
- 4 minutes
Just seven tech stocks drove 70% of the S&P 500’s gains in the first two quarters of this year. Now, the US Dept of Justice is fighting a landmark case against one of those seven. What might this portend for Google, other big-tech players, the market, and you?…
Nixon, Crypto and the Goblins of Newness
- 033022
- 4 minutes
In practice, does Bitcoin portend economic freedom or anarchy? Is it a viable currency? And what is its present investment potential? Let’s take a stab at the latter two questions. Though it might be helpful to first talk about currency itself.…
New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)
- 010920
- 4 minutes
The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Should you revisit your estate planning strategies?…
Tax Planning for the Self-Employed
- 022619
- 4 minutes
Ah, the joy of being self-employed—and then there's taxes. Learn how to do tax season like a boss.…
