But Our Work Is Never Done. Most of you have filed your 2021 taxes and said “goodbye and good riddance” to tax season. You probably won’t be thinking about taxes again until next year. And that’s fine … you deserve a break from the stress of tax season. We, on the other hand, work…
For most of us tax-day is past and taxes for 2021 are behind us. For a few we have another six months to pull it all together and get returns submitted by using the handy extension. Here is a very great review appearing in the Wall Street Journal by Ed Slott aka America’s tax…
He is Risen, He is Risen Indeed! Each holiday is special in its own way, but of them all, there is no other celebration like Easter. Easter is about resurrection of life, rebirth, hope, spring and every other good thing that comes along with it. As you prepare for your Easter Sunday celebration we encourage…
Questions You Were Afraid To Ask A few months ago, I started a series of letters called “Questions You Were Afraid to Ask.” Each month, we look at a common question that many investors have but feel uncomfortable asking. Because when it comes to your finances, the only bad question is the one left…
Intro to Biblically Responsible Investing Over the years I have been asked numerous times some version of, “Is there a way I can direct my investments where I want them to go?” After further conversation it was more about, can I direct them where I don’t want them to go? For me, finding…
Will It End? I’m writing about gas prices again. I last touched on this in July. And less than 12 months later I’m writing about it again. If you’ve driven anywhere in the last week, you’ve probably seen it. The sign on the side of the road. The one that makes your jaw drop. …
With apologies to George Harrison and the Beatles, we know the headlines are nowhere near gently anything. As you may know, the market has gone into correction territory – meaning a drop of more than 10% below the most recent peak. (For the Dow, this “recent peak” was near 37,000 back in early January.) Whenever…
I just returned from a short investment conference in Orlando. I’ve been reflecting on some of the conversations I’ve had over the last few weeks with clients, investment managers, colleagues and other advisors. Ukraine has recently been the source of many of these questions and conversations. Everyone seems to want to know what the…
Most went on their merry way and $30T slipped right by us. Was it Putin and the fog of war? Rising interest rates? Ottawa? Extraordinary inflation? Most didn’t notice the alarm clock RINGING to wake us up to $30T. I’m referring to $30 TRILLION of US national debt. The milestone was hit in…
Questions You Were Afraid To Ask A few months ago, I started a new series of letters called “Questions You Were Afraid to Ask.” Each time, we look at a common question that many investors – especially new investors – have but feel uncomfortable asking. Really, there’s no such thing as a bad question!…