Tax worries? Infrastructure concerns? Are you tired of hearing about taxes? Me too. But here we are. So let’s dive in. So, we’ve got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That’s a...
Dear friends, In case you missed last week’s very informative webinar we have the replay available! Simply click the link below to go to the video. From the Election to Now. An update on the markets, the economy and what’s on deck. As quick reminder, our discussion...
Do you think you’re telling yourself the truth about money? We may think we know the facts about our finances. But our beliefs can often overshadow the facts. Our wishes, hopes, and fears can tip the scales away from the truth. This makes it easier for us to believe...
More taxes in 2021? Will Biden’s plan help or hurt you? Let the debate and prediction begin. President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s tax plan focuses on raising taxes on...
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?...
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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.
