Estate Planning

President Trump has won reelection; what does that mean for investors?Let’s discuss.Markets reacted to the news by rallying to new record highs. 1Does that indicate they see president-elect Trump’s promises as…

Happy Election Day! There are many around you who may be unsettled about the outcome regardless of the results. Because there are many issues that will not be resolved today…

The bull market has officially turned two.Markets have also had an impressive run since the bottom of the bear market.Since October 12, 2022, the S&P 500 has gained over 60%. 1Can…

Are you well and safe?Have any of your loved ones been impacted by Helene or Milton?Will you comment below, and let me know?It’s been a rough couple of weeks for…

The top tax rate has been as high as 94%. The bottom tax rate has been as high as 22%. FDR proposed a 100% top tax rate. During these top…

The Federal Reserve recently voted to cut interest rates, shaving 0.5% off the benchmark. 1Markets rallied exuberantly at the news, reaching new highs. 2Why did the Federal Reserve cut rates?With inflation on…

Markets tumbled recently, giving their worst performance of 2024.1And then promptly rallied again.If you’ve been reading my recent emails, you’re probably not surprised.Let’s talk about what’s going on.What’s driving the…

We like to have options—and the more the better. We want more options in our cars, on our phones, and in our business dealings. How many options have you explored…

It’s been a wild August for markets.Recession fears kicked off the worst selloff since 2022 at the beginning of the month.Then markets staged a choppy recovery, even notching the strongest…

I’m sure you saw the headlines.After hitting new highs last month, markets experienced a significant decline, erasing months of gains. 1It may feel like the sky is falling.Let’s take a step…