Market Review Following a notably tumultuous 2020, there were hopes that 2021 would be calm. Perhaps on a relative basis it was, but the Capitol siege on January 6th set the tone for what would still be a long year. Despite hopes that the widespread distribution of COVID vaccines both in the US and worldwide […]
Executive Summary Alternative Assets – What are they? Alternative assets tend to be a “catch-all” category that includes things like Real Assets (Commodities and Private Real Estate), as well as things like private equity, private debt, hedge funds and liquid alternatives. Sam gives us a good break down of all these investments. – Why are […]
Most American citizens have not experienced a society without Social Security. What’s the problem?
Investing in bonds, whether to diversify a portfolio, to produce reliable income, or to simply hold onto some money for a ‘rainy day’, has been challenging over the past few years. Interest rates, which started to look slightly more competitive in 2018 and 2019 returned to even lower levels in 2020 and haven’t markedly recovered. […]
Historically, the holiday season has been one where people focus on charitable giving. Studies show that about 2 out of 3 Americans take part in charitable giving, with a total amount approaching nearly half a trillion dollars overall. December is the month where most giving occurs, and while taxes are often thought of as a […]
Executive Summary In this episode Tyler tackles some of the reasons for the recent rise in inflation, and how it can impact your portfolio. He also dives into the world of Crypto and how it is changing the investing landscape. The financial planning strategy on this week’s episode is the Backdoor Roth. Inflation: What is […]
Didn’t get Public Service Loan Forgiveness? Try Again! Federal student loan programs have had forgiveness built-in for a while now, but forgiveness takes a long time.
There always seems to be a mystique around estimated taxes. Often, we run into situations where people are not making estimated tax payments when they should, and sometimes, making these payments when they don’t really need to. Estimated tax payments are rendered unnecessary for most taxpayers, because most of their income comes from an employer […]
Summary Market Review Overall, the third quarter was a roller-coaster ride for the market. The Dow, the Russell 2000, the Nasdaq, and the Global Dow lost value, while the S&P 500 was able to eke out a quarterly gain. Treasury yields, the dollar, and crude oil prices ended the third quarter higher. Financials, information technology, […]
