This week’s key takeaways: The current market dynamics shows several similarities to the tech bubble of 2000Our strategy is to remain defensiveIt’s time to start thinking about end-of-year tax planning…
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Understanding Medicare Part A and Part B
This week’s key takeaways: What does Medicare Part A cover?What does Medicare Part B cover?How does Medicare Assignment work?Understanding IRMAA Navigating Medicare is a cause of frustration for many retirees.…
Impact Multiple Generations with a Tax-Efficient Education Fund Strategy
This week’s key takeaways: How investing in education can help build and protect family wealth529 Plan Advantages529 Plan Pitfalls Two weeks ago, I wrote about the changing landscape of education…
Market Outlook: Still a Bumpy Ride
Key takeaways: Reduced likelihood of another shutdownLiquidity from central banks is propping up the marketsGrowth continues to decrease as inflation ticks upProactively plan around taxes Normally we wash our cars…
The Changing Landscape of Education
Key takeaways: Covid-19 is stress testing in our education systemAn increasing government deficit seems to signal increased taxesThe importance of understanding expenses I’m sure a lot of us are wondering…
Investment Themes
Key takeaways from this newsletter: Pensions are borrowing money to prop up returns Slowing growth and the potential for inflation Congress will need to work on another round of stimulus…