Year-End Tax Planning Worksheet
Year-End Tax Planning Worksheet View More »
2022 Midyear Client Letter
As our readers are aware, this letter arrives during a bear market and likely an economic recession. This follows an extraordinarily strong and
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2022 Annual Limits Relating To Financial Planning
RETIREMENT PLANS Elective deferrals 401(k), 403(b), 457, and SARSEPs$20,500Catch-up contribution $6,500 Defined contribution (§415(c)(1)(A))$61,000Defined benefit (§415(b)(1)(A)) $245,000SIMPLE plan$14,000SIMPLE catch-up contribution$3,000Maximum includible compensation Highly
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Thoughts on the Bear Market
The primary function of financial journalism seems to be terrifying us out of ever achieving our financial goals by shrieking about the market’s
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Bulls, Bears, and Long-Term Benefits of Stock Investing
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times
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Impact of Diversification
These portfolios illustrate the performance of different global stock/bond mixes and highlight the benefits of diversification. Mixes with larger allocations to stocks are
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Either/Or
2022 so far has welcomed us with a two-headed threat of the geopolitical crisis in Ukraine and the highest domestic inflation we have
George Washington, Geopolitics, and Investing
Although it now celebrates all of our Presidents, what we now call “Presidents Day” in the United States was at first a commemoration
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