Look to Higher Ed for Higher Returns
Is your email inbox cluttered with offers to magically cure a host…
A Super Genius Weighs In On Inflation
I have a friend, a hedge fund manager of course, who was…
Rising Rates and Your Bond Portfolio
Recently, our son lost his first tooth. (Actually, it was his third…
A Strategy to Offset Higher Taxes
President Biden will soon turn his attention to comprehensive income tax reform…
Silver Linings
The year 2020 was a remarkable year in many ways and forced…
Breathe Easy…You Are Not Being Squeezed
The broad equity market is off to a quiet start with the…
2020 Year-End Tax Planning
Year-end tax planning often comes with a bit of art sprinkled in…
A Better Mousetrap
A little over a year ago, I wrote a blog post, “Value…
Planning Before the End of 2020
The Tax Cuts and Jobs Act of 2017 (“TCJA”), signed into law…