09-19-2017, From Bloomberg, “Lobbyists on Edge Awaiting Details of Trump Tax Overhaul Plan” by Ben Brody. READ THE ARTICLE
The National Association of Home Builders has already created ads to either support or oppose a U.S. tax-code overhaul, depending on how Congress and President Donald Trump propose to treat its favorite tax breaks.
“We’re at […]
07-04-2017, From The New York Times, “When Brokers Want to Move Your Money Out of a Very Good Thing” by Ron Lieber. READ THE ARTICLE
So far this year, here’s what our friends in the federal government have done for — and to — citizens who hope to find simple ways to save […]
Comparing the first half of 2017 with that of 2016, the improvement is remarkable. Between January 1, 2016 and June 30, U.S. equities had their worst correction in at least four years, only to regain footing and limp to the June 30, 2016 finish line with a 1% return, virtually all of it dividend income. […]
All recessions begin when consumers take on too much debt and businesses extend too much credit. Borrowing money to buy a car is a doubly negative experience: the consumer goes “on margin” to own an asset guaranteed to lose value. Long after the joyful smell of new leather has faded, the payments will continue, continue, […]
Reduction/sale of Apple Inc. June 13, 2017
We have reduced and, in a few cases, eliminated your holdings of Apple Inc. (AAPL). This decision was driven by a sense that the Company may be reaching a transition in which its constituency of stakeholders changes from growth investors to more traditional dividend investors, the type of people […]
Momentum for both stocks and bonds has carried into the second quarter, until today, as the market at last appears to have succumbed to an endless stream of turmoil pouring out of Washington DC. Even with today’s 300 point decline there is underlying strength in the US and global economy that has propelled stocks upward. […]
Do you prefer to die at home?
Take the survey by clicking this link below. Most folks are uncomfortable talking about their demise, but as a financial planner, I encourage my clients to include planning for the end-of-life right along with planning for a happy life!
I am able to help assure that your wishes for […]
“March comes in like a lion,” says the Old Farmers Almanac. As for the rest of the adage, something about exiting like a lamb, this year was an exception. Despite unprecedented drama coming out of Washington and with the new administration bungling its signature promise of repealing and replacing […]
Now that Republicans have published their proposed changes to the Affordable Care Act (AKA “Obamacare”), we would like to share a summary of the changes in a format that seems pretty understandable.
The cost of medical care is a key expense for most households and complete financial planning helps to integrate this expense in the projections […]
What does the Trump election and Republican control of Congress mean for investing in 2017? An experienced money manager and financial advisor offers investment ideas.
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