Investment Management News & Resources
Objective information about retirement, financial planning and investments
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Annuity Essentials
May 10, 2022
In its most basic form, annuities are insurance that provides an income stream either for a fixed period of time…
Barron’s Top 100 List
March 8, 2022
One hundred years ago women couldn’t open a bank account, apply for a loan or become an accountant or lawyer.…
Gift Tax Limits: How Much Can You Gift?
February 8, 2022
For 2021, the annual gift tax exemption was $15,000 per recipient. In 2022, that number went up to $16,000. You can give…
Enjoy The Journey
Mission Accomplished
April 21, 2022
Four years ago, I decided to create an investment firm to answer the questions my clients had always been asking:…
March Madness Lives Up To It’s Name
April 5, 2022
We wanted to have a little friendly competition this year for March Madness. Wow, the last few weeks have really…
The 1% Rule: How to Fall in Love With the Process and Achieve Your Wildest Dreams
June 17, 2021
As someone who loves to read, I recently finished “The 1% Rule: How to Fall in Love With the Process…
Market Updates
Market Update
May 16, 2022
MarketsThe Fed is using tools to bring excess demand into better balance w/ constrained supply. It will be challenging to…
Market Update
May 2, 2022
StocksWith ~69% of S&P 500 companies having reported (through Thursday of last week), Q1 earnings had grown by more than…
Market Update
April 18, 2022
Stocks Earnings growth for the year is predicted to be 9.8% (up from 7.1% at start of year). Since 1980,…