New Awakenings in America
As I sit here in my home office looking out at so many beautiful plants just beginning their gorgeous annual blooming ritual, I am reminded of the new awakening we Americans are experiencing. Americans have a long history of pulling together when needed, from 9/11 to numerous world military conflicts and now to the global […]
Tax News: IRS Announces Extended Filing and Payment Deadline for 2019 Tax Returns
AMERICANS CAN DEFER FILING & PAYMENTS FOR 90 DAYS As we continue to face uncertain times, the IRS has made a welcome announcement. Treasury Secretary Steven Mnuchin has announced that the IRS has decided to extend the filing and payment deadline for 2019 tax returns, allowing taxpayers to defer until July 15. Mnuchin indicated this move will […]
How to Remain Hopeful and Keep Perspective During the COVID-19 Outbreak
We are facing something we have never faced before in our lifetimes. That is a fact and, in a time, when the news of the pandemic is spreading and the recommendations on social distancing are getting broader by the day, it can be hard to feel certain or safe about anything. As troubling as it […]
How to Remain Hopeful and Keep Perspective During the COVID-19 Outbreak
We are facing something we have never faced before in our lifetimes. That is a fact and, in a time, when the news of the pandemic is spreading and the recommendations on social distancing are getting broader by the day, it can be hard to feel certain or safe about anything. As troubling as it […]
2019 Third Quarter Investment Market Report
The latest three-month returns in the U.S. and international stock markets can be viewed with two very different attitudes. The first is that many indices (though not all) produced a loss for the quarter, and where there were gains, they tended to be very small. On the other hand, the losses, where they occurred, were […]
States the Size of Countries
It can sometimes be hard to understand just how large the U.S. economy is compared with the other countries of the world. You’ve probably read that California, alone if it were an independent country, would have the world’s fifth-largest economy. But what about the rest of the states? A map created by the Eurasia Group […]
Retirement Planning Doesn’t Stop When You Retire
Retirement is a time when people can take some time for themselves and travel, spend more time on hobbies and leisure activities, start a side business, volunteer or go back to school. Whatever your goals are in retirement it is also important to keep ongoing retirement planning in mind even after you have blown out […]
Five Money Moves to Make When You Get a Promotion
AS AN EXECUTIVE, LONG DESERVING OF YOUR NEW PROMOTION, THERE IS MUCH TO BE CELEBRATED. Years of hard work have paid off and you have been recognized for your hard work. Bonus – the pay and benefits have changed for the better…by a lot. There can be a temptation to make a big purchase, change […]
Tariffs and Recent Market Movements
ANYBODY WHO READS THE HEADLINES KNOWS BY NOW THAT THE MARKETS HAVE HAD A WILD COUPLE OF WEEKS, AND THE S&P 500 IS DOWN TWO WEEKS IN A ROW. Having said that, the S&P 500 is down only 3.54% from it’s all-time high. In the bigger picture, this is a pretty modest drop for a […]
Fixing Social Security—Once and For All
CHANCES ARE THAT YOU KNOW THAT THE SOCIAL SECURITY TRUST FUND IS DUE TO RUN OUT OF MONEY—OR “DEPLETE ITS RESERVES” AS ECONOMISTS PUT IT—BY THE YEAR 2035. The actual time frame depends on some forecasts, including economic growth, the number of workers who remain in the workforce and the number who retire—but the clear […]
