My take on the market hasn’t changed a lot. While the timing can be argued – with some saying things are strong and some saying we’re near the end – I still feel we are likely in the late stages of this very long bull market. With the Fed raising rates in the face of […]
Latest: Comments on Recent Market Decline
My take on the market hasn’t changed a lot. While the timing can be argued – with some saying things are strong and some saying we’re near the end – I still feel we are likely in the late stages of this very long bull market. With the Fed raising rates in the face of […]
Proactive Planning with a Trusted Contact
Planning for the possibility of mental decline is not something any of us likes to consider. The fact is, however, it’s critically important. And, if it’s your own decline that requires such a plan, don’t you think you should be the one who develops it? This reminds me of something I thought about in my […]
Small Business Tax Break Clarified
After eight months, the IRS finally clarified how the new small business deduction works for LLCs and S-Corporations. Given its complexity, it’s no great surprise it took 184 pages to explain. Here’s why it’s so important to understand. If you happen to have lots of kids or pay high property taxes or pay big state […]
Q&A: Index Funds & Interest Rates
Q: I’ve heard a lot about index fund investing. The funny thing is, I don’t really even know what an index fund is! Can you explain the difference between index funds and regular mutual funds? It’s always a smart plan to do some learning before committing money! That advice applies to index fund investing too, […]