We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defense, promote the general Welfare, and secure the Blessings of Liberty to ourselves and our Posterity, do ordain and establish this Constitution for the United States of America. The Preamble of…
Serious Issues Over the last four weeks I’ve written about the upcoming election reviewing some of the upsides as well as the risks to each candidate. I’ve covered an Overview, Taxes, Regulations and Candidate Initiatives – each from an unbiased perspective about how each issue could affect investments and the economy. I’ve focused…
Part 4 – Initiatives and Governance This is the 4th installment of my Election Series (if you haven’t seen my emails, you can check them out here: Part 1: Overview, Part 2: Taxes, and Part 3: Regulation). This piece was written and set to publish before the Vice Presidential debate last night. Any topics…
Part 3 – De-Regulation or Regulation? The last couple weeks I’ve been discussing the upcoming election (if you haven’t seen my emails, you can check them out here: Part 1: Overview and Part 2: Taxes ). If you watched the Presidential Debate Tuesday night, you may have been as unimpressed as I was. However, some…
Part 2 – Tax Cuts? Or Increase Taxes? If you remember, last week I discussed the upcoming election and said that we would be reviewing the upsides and downsides in the coming weeks. This week we will look at what we can expect from each candidate relating to taxes. What to Expect From…
Part 1 – Election Season In Full Swing After the Conventions, Election Season in Full Swing With both the Democratic and Republican conventions now behind us and Election Day just under seven weeks away, I thought it would be appropriate to share an analysis of the potential impacts to our economy whether Biden or Trump…
That’s the question investors are asking. Let me explain in our Summer Market Update. After cruising for the past five months, the markets screeched to a halt on September 3rd. The Dow dropped over 800 points, and the Nasdaq plunged nearly 5%.1 All told, it was one of the worst trading days for stocks since…
Labor Day is coming up! Normally, we’re used to celebrating it with parades, barbecues, and sometimes, fireworks. Unfortunately, for this Labor Day, we will have to go without some of the traditional celebrations. So, as we approach September 7th, let us pause and reflect on the circumstances that make this year’s holiday unique. As you…
Perhaps this question has crossed your mind more than once as you consider your financial future. There are many issues surrounding this question and one of the first steps to finding the answer is to evaluate where you are today. Take a snapshot of where you are currently and paint a picture of where you…
The Best IRS Tax Gift If you’re not at least 70½, you can skip this article. Forward the link to someone that is. They will appreciate your thoughtfulness. If you are at least 70½, this is for YOU. A Qualified Charitable Distribution may be THE best tax gift that the IRS has given you. At…