Family Giving & Philanthropy

I came across this very interesting and informative article and guide from Fidelity Charitable that I wanted to share… Philanthropy is a powerful way for […]

The AI Revolution Has Started & Is On Sale Now…

I got this note in an email today and thought it was interesting enough to share this thought from John Mauldin… “The new iPhone 12 […]

How Are You Integrating Your 3 Forms of Capital?

What are the three kinds of capital we are working with in planning for your sustainable Lifetime Income? Let’s take a look at each kind […]

Crypto Assets 2020 – What’s the Story for 2021?

The past year has been transformational for Bitcoin and the crypto asset market. Markets are up 80%+, large institutions are starting to invest, and major […]

A Thought or Two on Preparing for the end of 2020

It is important to note that as the fourth quarter gets underway there is the potential for tax-loss selling in parts of the markets like […]

Mask Facts & Covid Highlights This Week

Key takeaways from the Covid Update this week… * Every region of the country is taking a turn with a pattern of high daily reported […]

Tax Planning in an Election Year

It Doesn’t Matter Who Wins The Election – Higher Taxes Are Expected, So Get Ready. Every four years when the U.S. presidential election approaches, Americans […]