Instructions to retrieve 2021 Tax Documents are found under Resource Center – Tax Forms.
Pundits at large are questioning what’s lurching next for our society after the U.S. achieves herd immunity. Can the present economic boom continue unabated, or will something less desirable interrupt or ruin our good thing? This question and others such as the following are imponderables to ponder: Is housing still affordable for the middle class?
read more 10 Imponderables to Ponder
Let’s say that you have decided to build your dream home, and you have all the money you need to make it happen. Your dream home may peer out over the Pacific Ocean, or perhaps you prefer living near a mountain top with a breathtaking view. It is your life, and you can choose whatever
read more NEED A FINANCIAL ADVISOR?
Winners→ We live in a new world, an era, where the abnormal is the new normal, and where the unknown is the known. In 2021, as in all periods, there are winners and losers. Hogs, i.e., the cost of pork (not in political parlance) has increased 50%. Other year-to-date standout sectors → energy, industrials, financials,
read more Abnormal is the New Normal
When it comes to allocating investible assets – particularly larger sums of capital – the “where” can be more important than the “why.” I surmise, people who generally earn incomes above the national average may attribute their higher earning capacity as multifactorial by way of → attained skills → acquired knowledge → time allotted →
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As a professional money manager, I’ve observed over the course of 36 years the imperative of putting money to work and making sound investments. Investing one’s earnings for long-term capital appreciation and increasing income has been a tried-and-true pathway towards achieving and sustaining financial well-being. So, how can a person or family that is doing
read more Today’s Tip → Are You Driving Less?