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Maximizing the tax benefit of charitable donations

July 22, 2018

With the new tax laws, it has become potentially more difficult to receive optimal tax treatment for one’s charitable donations. Married couples filing jointly now have a $24,000 standard deduction.…

Tariffs and the stock market

July 15, 2018

It is universally agreed that international trade wars are bad for global economies. Tariffs increase prices on goods people buy. Consumers either buy less or they increase consumer debt. Tariffs…

A better way to plan for long-term care expenses

July 8, 2018

Seven out of 10 Americans over the age of 65 will need some form of long-term care.* If you are very wealthy, you can probably afford the $41,000 per year…

Index annuity update

July 1, 2018

Many investors have been increasing their allocations to index annuities as a way to reduce market risk while still maintaining reasonable growth expectations. As numerous insurance carriers have recently started…

Past performance is no guarantee of future results

June 24, 2018

There is a universal disclaimer that warns investors not to assume that the recent results of any particular investment will continue into the future. Despite this warning, when contemplating potential…

My first financial lesson

June 17, 2018

On this Father’s Day, I want to share with you the first financial lesson my father tried to teach me. When I was in the second grade, the public school…

The Stock Market is Eyeing the Upcoming Presidential Election

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