Covid Tracker 12.18.2020
The top line in test results took a big dip off a really straight upward trajectory. Deaths per positive test remain low compared to the […]
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 […]
Covid Update for this week
Key takeaways from the Covid Update this week (above)… * Every region of the country is taking a turn with a pattern of high daily […]
What is high impact philanthropy?
Perhaps the biggest misconception that people have about philanthropy is that good intentions and a lot of money mean a lot of impact. But you […]