Well, this has been quite the week. It never ceases to amaze me how equities always seem take the stairs up and the elevator down, meaning they seem to fall at a FAR more rapid pace than they rise. As is always the case, when markets fall, the media is fast to latch on to […]

I talked with a client this week about concerns she had regarding the security of her email account. This is a great topic to cover in today’s post. Before we dive in to email best practices, think about your email account for a minute. If you are like me, it likely contains a pretty comprehensive […]

During week’s of high market volatility (like the one we just lived thru), I always like to revisit this writing from Warren Buffet from almost 40 years ago In the 1987 letter to Berkshire Hathaway shareholders, Buffett unfolds the concept of Mr. Market for us: Ben Graham, my friend and teacher, long ago described the mental attitude toward market […]

A client reached out this week asking about using a bond ladder as part of their fixed income allocation. I thought this topic may be of broader interest so let’s take a look! What is a bond ladder? A bond ladder is a portfolio of individual fixed income instruments (such as bank CDs or individual […]

If you’ve been reading my column for a while, you will know one of my favorite mantras during times of market volatility (like what we’ve been experiencing this past week) is “breathe in and zoom out.” Trust me – it helps to shift your perspective, which is exactly what we all need to do in […]

I was talking with a client last week and the question of carried interest came up. She mentioned she’d heard the term in the financial press but wasn’t quite clear on the specifics. Let’s take a closer look at this topic that is often discussed for its controversial tax treatment. What is Carried Interest? Carried […]

One of my favorite things to do is listen to a podcast while taking a long walk outside. It helps me clear my mind, relax my body, and learn new ideas. This week, I took a walk (albeit a cold one!) and listened to a wide ranging conversation between two of my favorite thought leaders, […]

Markets and investors received two reports this week, providing insights regarding the state of inflation in January. Both reports show that inflation remains in tact and is proving harder to squash than many had hoped. Consumer Prices The first report highlighted consumer prices (Consumer Price Index). The consumer price index rose 0.5% in January and […]

Oh tax season! Everyone’s favorite time of the year. When the calendar turns to February, I often get questions from clients asking when they can expect to receive their 1099s. Since the question keeps coming up, let’s revisit some 1099 basics and when you can expect to receive yours! What is a 1099? A 1099 […]

I talked with a client this week about a few items concerning Roth IRAs and thought it was worth revisiting these topics as the deadline for 2024 IRA contributions approaches Roth Refresher As a reminder, there are two main categories of retirement savings in the US (1) Traditional savings, which provide for an immediate tax […]