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Instructions to retrieve 2023 Tax Documents are found under Resource Center – Tax Forms.
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 →
read more MegaTrends
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?
Worst of Times During the Great Financial Crisis, 8.5 million workers lost their jobs. The U.S. unemployment rate rose from 4.7% in late 2007, to 10% in October 2009. In comparison, the 2020 Great Lockdown forced 17.9 million people to lose their employment, in a matter of a few months, swelling the unemployment rate in
read more California Cruising
Prudent investors allocate their holdings, expecting the unexpected. The pandemic tsunami left in its wake uncertainty, foreboding, and casualty. An emergency response was imminent. Medical science, global governments, central banks, Corporate America, first responders, private enterprise, and a cast of unspoken heroes have coalesced at breakneck speed to arrest and abort the infamous coronavirus
read more 2021 → Let’s Get to It
Since the covid-19 bear market bottomed on 3/23, the S&P 500 has increased by 60%. The bounce-back has been significant in breadth and trajectory. Today, Biden’s first business day as President-Elect is being welcomed by Main Street and Wall Street alike. Biden’s Blastoff appears to have been ignited by the lessening of election anxiety and
read more Biden Blastoff → 11.09.20