From Our Point of View

It’s easy to aim for a 100% because that means, even with terrible years in the markets, you’ll have enough money to live.

Taxes are NOT going up!?! Until the Build Back Better plan, or an alternative, is approved, there are no tax increases scheduled for 2022.

Do you have cash or investment funds that you do not need during your lifetime, and where you would like to maximize the investment return by eliminating taxes?

Worried about the current market high? Unsure what to do? Follow our disciplined process to make sure you are ’ready for whatever the market brings'...

As we look ahead at the fourth quarter and year-end, we see the extended tax 2020 deadline (October 15th) approaching and our shortening timeline to make strategic tax moves for 2021.

According to the U.S. Bureau of Labor Statistics last week, the U.S. economy only gained 235,000 jobs in August, well short of the 733,000 estimated jobs. It seems the Delta Variant is causing a pause in hiring.