Tax Planning: Let's Get Started NOW!

REFLATION: Indicators Showing Inflation on the Rise Again

Market Update: Q1 Review - What We've Seen, What to Watch For

Direct Indexing: a Tax Smart Investment Strategy

S&P 500: 100 Day Hot Streak

Direct Indexing: Tax Smart Investment Strategy

Dollar Cost Averaging

Animal Spirits - The Return of Irrational Exuberant Vibes?

Strong Economy? Investment Areas Beyond Tech Stocks to Consider

Corporate Cash: Good for Stocks?

NVIDIA : Will it Continue? A Look at the World's Hottest Stock

Market Volatility is Normal

Magnificent 7 vs Everything Else

All-Time Highs: Good or Bad for Stocks?

Financial Planning: Inspect What You Expect

CHART-A-PALOOZA - What Do The Charts Say?

401(k) New Contribution Rates 2024

529 to Roth IRA?: Start the Clock

Stock Market: What To Watch For in 2024

Economic Forecast: 2024

Inflation - Mission Accomplished or Jury's Out?

R.I.P. Charlie Munger

Will Rolling Recessions lead to Rolling Recoveries?

Small Caps: Good Things Come In Small Packages??

Holiday Checklist: Beware of Credit Cards

Inflation Cools: Stocks & Bonds, Will They Heat Up?

S&P 500 Price Targets: Typical Analyst Expectations in an Atypical Environment

INFLATION: The 2 Year Anniversary

Donor Advised Funds - How to Save on Taxes

Charitable Giving: Strategies to Save Using Qualified Charitable Distributions