Blogs

2021 Tax Strategies

In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners….

Read More...

What’s Driving Oil Prices in 2021?

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and…

Read More...

Gen X Prepares to Ascend the Throne

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at…

Read More...

Investment Consolidation Strategies

Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By spreading…

Read More...
Survival of the Fittest Financial Planning during the Coronavirus Pandemic

Survival of the Fittest: Financial Planning during the Coronavirus Pandemic

The coronavirus pandemic worsened income and wealth disparity in the U.S.1 However, if you were on a good path for retirement…

Read More...

Social Security Proposals and Strategies

As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives….

Read More...

Updates on FSAs and HSAs

A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand…

Read More...

Warren Buffett’s Annual Shareholder Letter

Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to the company’s shareholders from which…

Read More...

Can Money Buy Happiness?

In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about…

Read More...