Over the past nine months, one of the largest concerns of clients and investors I talk to has involved the potential tax changes associated with the new administration and Democratic Party majority in Congress. The rhetoric during the 2020 campaigns...
Read MoreMind on Money: Evaluating potential income tax changes
Mind on Money: Laws of economics can’t be rewritten
The financial planning software we use for building and adjusting models of the future financial outcomes of clients and prospective clients of course includes an adjustment mechanism to project the future impacts of general inflation on a family’s...
Read MoreMind on Money: Uncertainty could cause market volatility
While epidemiology is fascinating, I never signed up for this pastime. Yet, in order to be an effective investment strategist over the past 20 months epidemiology has become a prerequisite, and so I trudge forward. Discussing COVID-19 in polite...
Read MoreMind on Money: It’s ‘game time’ for 529 plans
With back-to-school expenses, August is a generally expensive and financially stressful month for most parents. When the kids get to college age, however, August becomes a crazy expensive month as tuition, dorm and meal fees come due. I’ve got it...
Read MoreMind on Money: When things return to normal, then what?
We are now about halfway through second quarter “earnings season” when companies with stocks listed on U.S. exchanges report their quarterly revenue and profit results for the period between April and June. To put a not so fine point on it, the...
Read MoreMind on Money: Retirement savings law offers planning opportunities
When it comes to the federal government it seems like it's all bad news all the time. The 24-hour news channels have obviously discovered it's more effective to capture our attention through outrage, so endless propaganda about in-fighting and...
Read MoreMind on Money: Summer means college tuition bills
As the dad of a high school senior this year. We are smack dab in the middle of “open house season” as it is being called in our house. I am eating too much tasty food each weekend, and my son Sam seems to be gallivanting through endless parties...
Read MoreOak Partners’ Clint Henry takes his relationships with clients from the office to the golf course
Although his history at Oak Partners began in 2005, Wealth Advisor and Partner Clint Henry’s appreciation for numbers began even sooner. In high school, he was attracted to the markets in general and enjoyed his math classes, ultimately motivating...
Read MoreMind on Money: Bond market produces a surprise
Occasionally financial markets just make sense, which is how I was feeling through the late spring and early summer. The Fed and the federal government had both overstimulated the economy and financial markets with loose monetary policy and...
Read More- « Previous Page
- 1
- …
- 11
- 12
- 13
- 14
- 15
- …
- 33
- Next Page »