I’m now 30 months into my new career, and I’m loving every single day. As a lifelong learner, I find the nuanced topics of financial planning and investment management to be a limitless sandbox, or perhaps more like an underground cave system. Where’s the bottom?! Nobody knows! Despite that complexity, my colleagues and I help […]
I don’t watch many live sports these days. Life is busy. But I’ve caught a few quarters of NBA playoff basketball, and I’ll watch game replays while sipping morning coffee. If you’re unaware, the NBA has been revolutionized by “Moneyball” ideas over the past decade. The main “new idea” affects 3-point shots. The ratio of […]
Have you noticed the recent increase in fuel prices? They’re up by more than $0.50 per gallon. Copper has risen by 42%, and food prices have soared by 24%. So, what does this inflation mean for you, other than the fact that everything now costs more? Just a month ago, and since January, experts were […]
We are in the most interesting times. For our personal investment clients and 401(k) clients, there have been many smiles so far this year. We are happy that the markets, broadly, have begun this year on a bullish note. 2023–except for a handful of large AI companies–was a poor year for investors. But today, smiles […]
How important do you feel conducting quarterly reviews and evaluations are for your personal and professional growth? For small businesses and entrepreneurs, the right type of evaluation with revisions lays the foundation for future growth and success. It allows us to build on what is working and eliminate or revise what is not. There was […]
As the phrase goes, “May we live in interesting times”—and indeed, we certainly do. Current Global Economic and Financial Landscape Here’s what’s happening around the globe: An expanding war looms in the Middle East. Russia and Ukraine are entrenched in conflict with no resolution in sight. China’s intentions towards Taiwan are becoming increasingly aggressive, and […]
Paving the way to burden season, a huge number of Americans could owe the IRS thousands on their Government backed retirement installments. While Government managed retirement installments saw a cost for many everyday items change (COLA) of 3.2 percent this year, there could be unseen side-effects on […]
About one of every seven retired people in the U.S. depend on Government managed retirement for essentially the entirety of their pay, as per an AARP examination. Be that as it may, these advantages don’t generally come without Uncle Sam’s surprises. Some States Tax Social Security for Retirees To demolish monetary issues for retired folks […]
As we approach the close of another year, we’re presented with a wonderful opportunity to reflect on our recent successes and learning experiences. This time of introspection is not just a chance to celebrate our achievements but also a pivotal moment to strategically plan for the future. After all, thoughtful planning is a cornerstone of […]
In the competitive corporate landscape, attracting and retaining executive talent goes beyond offering a top salary. Today, savvy companies are looking toward more comprehensive compensation packages, where tools like Split-Dollar Life Insurance (SDLI) complement traditional 401(k) retirement plans. This strategy not only enhances the value of an executive’s compensation package but also signals a commitment […]
