More spending must equal higher taxes? Right? That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D.1 What could those tax hikes look like?...
Traveling in 2021? Know before you go! Special Webinar with Scott Hunter the Traveling Man. Our most recent interview with Scott Hunter ‘The Traveling Man’ is now published for your viewing. In this wide ranging interview, I left my financial advisors hat at home and...
So, the next (final?) round of stimulus was passed by the House after being modified in the Senate. Today (March 11th) President Biden has signed the American Rescue Plan Act of 2021 into law. Let’s dive in. The $1.9 trillion bill called the American Rescue Plan Act...
We are all nuts. That is Why we all need Behavioral Financial Advice You may notice at the end of our business cards a three-letter designation, BFA. While we greatly appreciate jazz and modernist painters in our office, it certainly does not refer to a ‘bachelor of...
In sports you hear the old adage all the time, defense wins championships. Although offense is what sells the ads, what sizzles and what grabs the headlines, it’s the boring old defense that matters most. Coaches know this, players know this. Fans forget this....
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* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.
