Blog
Are We In A Recession?
The Commerce Department announced gross domestic product (GDP) fell at an annual rate of 1.6 percent in the first quarter. Two consecutive quarters of negative growth is viewed as the common definition of recession.In the second...
Read MoreThe Impact Of Inflation On Tips
Discussing inflation may be getting a little redundant, I know, but it continues to be front and center for both consumers and investors alike. The Labor Department released inflation data for May, which ticked up by 1% for the month...
Read MoreWhere is the Real Estate Market Going?
Anyone who has followed the real estate market the past couple of years has witnessed prices increase at breakneck speed. In only 24 months, the average price for an American home increased by 37%. For comparison, the largest two-year...
Read MoreInvesting Pitfalls
Unlike 2021, volatility is certainly up in 2022. I’ve had a few recent requests from clients regarding when to invest, or the desire to move their investment to cash if their account fell to a certain value. This, essentially,...
Read MoreWhy We Get Paid to Worry
People ask me all the time what I do for a living. So when I say, “I’m in investment management, financial planning, tax planning and estate planning,” it either makes people worried that I’m going to try to...
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Is a Backdoor Roth IRA Right for You?
As we come to the end of tax filing season, the number of calls into my office have picked up considerably, mostly from people asking me whether or not a backdoor Roth IRA would be beneficial to them in their individual situations. So...
Read MoreSimple And Important Tax Filing Considerations
By this time you should have received your tax documents. 1099s for your investment accounts should have been received through the mail or posted to your online accounts. I’d like to discuss how to determine if you’re...
Read MoreIs the American Dream Still Alive?
The American Dream probably isn’t the same for everybody. I get that. However, I have clients who have loving families, their health, freedom and prosperity, and an overly pessimistic perspective.Despite whatever good or bad that...
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