In any given year, it’s good practice to take a look at your payroll deductions. But it’s even more urgent now, considering the seismic shift in tax policy from 2017 to 2018. The Tax Cuts and Jobs Act of 2017 might reduce your tax burden and is intended to simplify your filing. But if you’re
September 2017 Recap
October 6, 2017 By
Hurricanes Harvey, Irma, and Maria wreaked havoc within a few weeks of each other. Houston was hit with historic rainfall from Harvey, and much of Florida was ravaged by wind damage from Irma. But Puerto Rico suffered the most out of the Caribbean islands with Maria making landfall in September. The U.S. territory was already
July 2017 Recap
August 4, 2017 By
It’s becoming more common to hear the Bears calling for a big drop. Why do they say that? Well, first they hope to be right, which earns a lot of street cred. It’s an easier call to make because risk increases as asset prices move higher. Stocks have come a long way from the first
Universal Basic Income – What Is It and Why Are People Talking About It?
July 15, 2017 By
Universal Basic Income (or UBI) is a trendy social policy concept being tossed about by a wide variety of thought leaders from Silicon Valley to the Washington DC think tanks. Whether it is a solution to combat the loss of jobs through automation, stimulate innovation and entrepreneurship, or help complement the existing social safety nets
June 2017 Recap
July 6, 2017 By
It’s said that timing is everything. And that’s true. But really, it’s bigger than that. Time – itself – is everything, and truly the world’s best companies are finding ways to give you more of it. We got pretty lucky last month in our feature of Amazon (timing is everything!). Possibly the most buzzworthy news
Long-term Care Planning
June 15, 2017 By
In the year 2000, almost 10 million people needed some form of long-term care in the United States. Of that number, 3.6 million (37%) were under age 65 and 6 million (63%) were over age 65*. What does that really mean? This trend means that almost 70% of people turning age 65 will need long-term
May 2017 Recap
June 6, 2017 By
Let’s quickly touch on economic and capital markets news and then move to a feature on Amazon, which just celebrated its 20 year anniversary as a publicly listed company last month. US ECONOMY The U.S. economy is growing, but not at a rate strong enough to please policy makers. GDP growth in the first quarter
Beneficiaries
May 15, 2017 By
I’m sure most of you are glad the tax filing deadline has come and gone, although I suspect there are plenty of you that have postponed the inevitable with an extension. Either way, just getting through the April deadline seems to remove much of the anxiety surrounding taxes in general and can allow us to
April 2017 Recap
May 3, 2017 By
According to traditional etymology, the month of April derives its name from the Latin verb aperire which means “to open”. This makes sense as April is known as the month when trees and flowers begin to bloom in earnest. The blooming that dominated this April involved geopolitics as much as horticulture, however. Tensions were high
Inside an Index
The seasons are changing, but not much seems to be changing with stocks. Leaves are falling. Stocks prices are ascending. Another day, another new all-time high. Even the first trading day of Q4 welcomed new highs, and the Dow Jones Industrial Average crossed 23,000 for the first time on October 18th. The media seems to