The $1.25 Tree

The $1.25 Tree

It’s likely that you have all felt a pinch to your wallet over the past year. From groceries and gas to cars and vacation rentals, the cost of everything is up, and not just a little bit. Back in December, the Dollar Tree announced it’s raising it’s prices for the...
Spring Clean Your Estate Plan

Spring Clean Your Estate Plan

Over the past couple of months, I’ve had a few clients reach out about updating their beneficiary information on their Schwab accounts after a routine will update. While all of our clients have beneficiaries listed on their IRAs, many people are not aware that you can...
Charitable Gifting: Thinking Outside the Box

Charitable Gifting: Thinking Outside the Box

The 2018 Tax Reform lowered taxes across the board for most Americans.  Now that we’ve had a couple years of experience under this new tax code, we’re beginning to see how the tax cuts played out, specifically when it comes to charitable gifting.  After the tax code...
Who’d a Thought?

Who’d a Thought?

Despite all the terrible news from this past year, the U.S. stock and bond markets ended at all-time highs fueled by the largest government stimulus program in history and optimism that the economic shutdowns will soon be over. The S&P 500, Dow Industrial Average...
When the Government Runs it All

When the Government Runs it All

The third quarter was relatively calm compared to the first half of the year. The second quarter’s rebound from the March lows has largely held firm or in many cases continued to advance. In fact, large cap stock indices are now positive for the year thanks to the...