The Child Tax Credit 2021: What’s Changing?
Last week, an estimated 35 million households received a monthly payment for the expanded Child Tax Credit…
Do Cryptoassets Like Bitcoin Belong in My Portfolio?
Bitcoin has dominance, with 45.6% of the market cap, followed by Ethereum, at 17.1%. As more people have made (and lost) money…
Economics | Financial Advisor | Financial Planning | Investing | Market Commentary | Quarterly Report
Quarter in Charts – Q2 2021
As we close out the first half of the year, significant headlines continue to surround the Pandemic. Concern has shifted to the impact on the labor market, inflation, interest rates, and housing.
5 Emotional Roadblocks that Could Halt a Successful Estate Plan
Estate planning can be an immense blessing to any family at a time of loss. Yet you would be hard-pressed to find any family who would rather sit around the table discussing estate planning than enjoying the day outside.
Behavioral Finance | Economics | Financial Planning | Investing | Market Commentary | Quarterly Report
Quarter in Charts – Q1 2021
So much over the last year has felt like it belonged in a movie rather than real life. From COVID to the election, from social unrest to working and schooling from home.
If I Had to Recommend One Book About Money
If you wish to improve your financial life or enjoy well-written books then I would recommend taking the time to read “The Psychology Of Money”.
How Much Car Can You Afford?
We will solve this problem using a sliding scale. Our scale will range from 10% to 30% of our annual pre-tax income.
Quarter in Charts – Q4 2020
Much like the buffet lines, the financial media served up a lot of “food” this year, not all of it of substance. In an effort to cut through to what is most important and what we need to pay attention to going forward
How President Biden’s New Tax Plan Could Affect You
Much of Biden’s tax plan focuses on raising taxes for high earners, corporations, and capital gains.
Shining the Light on Hunger in the Darkest of Times
When the trailer filled up, volunteers showed up, boxed the food, and hauled it off to food banks.