Thought Leadership
Look to Higher Ed for Higher Returns
Is your email inbox cluttered with offers to magically cure a host of...
A Super Genius Weighs In On Inflation
I have a friend, a hedge fund manager of course, who was filling...
Rising Rates and Your Bond Portfolio
Recently, our son lost his first tooth. (Actually, it was his third lost...
A Strategy to Offset Higher Taxes
President Biden will soon turn his attention to comprehensive income tax reform which...
Silver Linings
The year 2020 was a remarkable year in many ways and forced each...
Breathe Easy…You Are Not Being Squeezed
The broad equity market is off to a quiet start with the S&P...
2020 Year-End Tax Planning
Year-end tax planning often comes with a bit of art sprinkled in with...
A Better Mousetrap
A little over a year ago, I wrote a blog post, “Value Stocks:...
Planning Before the End of 2020
The Tax Cuts and Jobs Act of 2017 (“TCJA”), signed into law at...