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 […]

January always seems like a long and winding road (ie: month), doesn’t it? I’m not sure if it’s the post-holiday contrast, the lack of daylight, the harshness of winter, the 31 days, or a combination of all of those factors but somehow, the month always seems to move a bit slower than others. However, this […]

I talked with a client this week about ways to keep their Schwab account safe and secure. Here are a few best practices we discussed. Also please note, even if you do not custody your investments at Schwab, these suggestions may well apply to your online investment account as well Avoid Public Wi-Fi An oldie […]

Please note – I am traveling this week so the article below was written in advance. I know there have been many market moving events this week. I will cover those (and more) next Friday. In the meantime, enjoy this post and stay well. During a recent interview, JP Morgan Chase CEO Jamie Dimon was […]

I’ve met with a few clients this week and in every conversation, the subject of markets being at all time highs has come up. And with that, an underlying hesitation has been expressed about putting new money to work at these levels (specifically into US equities). Wouldn’t it be better to wait until markets are […]