Markets and Investing

It was the Friday before Martin Luther King Day in the year 2000. I was 29 years old and at the airport with six buddies, waiting for a mid-morning flight, on the way to a guys' ski trip in Jackson Hole, Wyoming. Anyone who has ever been on a guys'...

2021 may be a year for a little creative IRA tax planning. A Traditional IRA is typically funded with contributions that were made pre-tax into a 401(k) or other employer-sponsored retirement plan and then rolled over to an IRA, or made on a “tax...

Provided by Benjamin F. Edwards & Co. and Clifford E. Bryan Among the various New Year’s resolutions people make each year, many set goals to be smarter about their money. To that end, we’ll discuss several ideas here to get you started on...

I love America, mostly I love the idea that is America. I believe the “idea” has drawn people here from all over the planet, and the fruits of the “idea” have drawn even more. The idea, in my mind, is in America there is no permanent social...

Two weeks ago my oldest daughter texted me a link to a blog post she found on Linked In. The thesis of the post was “COVID changed everything forever.” Her text attached to the link was “This makes me sad.” I read the lengthy post, which...

Ah, the kitchen. It is the space where one gathers, prepares, and celebrates. Where you hide pots, pans, and rubber bands, while filling the cabinetry with spices and food. No wonder, it is the most discussed room of the house when planning a new...

As we close in on the final weeks of 2020, we are faced with many challenges that will still be with us as we turn the calendar. We continue to navigate through the coronavirus pandemic and the vast economic problems resulting from measures taken to...

My readers know I like to delve into the rabbit hole from time to time, and because of my privilege of working with hundreds of families for their planning and asset management, I feel like I get to live on the edge of popular thought on economics...

With the market’s volatility during 2020, you may have some positions that are currently valued below what you paid – a situation known as an “unrealized loss.” A good practice to evaluate before year end is to check to see if you have...

Stocks floated higher again last week, buoyed by hopes for a brighter future on the promise of COVID vaccines and fiscal stimulus. The market is looking beyond the current rate of record new infections and apparently sees much sweeter times ahead....