At any given time, there is something in your portfolio outperforming expectations and something else that is underperforming. That is the way of investments. So, let’s talk about parts versus wholes. Humans engage in what...
Our Perspective: Christo and Jeanne-Claude Exhibit
Sixty years after imagining the project, and after both had passed away, why did the estate of famed artist couple Christo and Jeanne-Claude wrap L’Arc de Triomphe in Paris in silvery-blue fabric and red rope...
Your Summer 2021 Financial Update
As we swing into the second half of 2021, consider this quote from a book first published back in 1954: “A river cannot, we are told, rise above its source. Well, it can seem to...
COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
One year into the pandemic and Americans continue to strike a balance between staying safe and handling their day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is...
What Financial Challenges Could High Earners Face During the Biden Administration?
With the new administration, high earners may be wondering how the Biden presidency will affect them financially. Until Biden begins enacting changes, we won’t know. But based on his official campaign platform, past interviews, and...
Lessons Learned from the Gamestop Run
“You can’t invest without trading, but you can trade without investing. … Thinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after...
A Second Coronavirus Stimulus Bill Worth $900 Billion Was Passed: Here’s What You Should Know
On December 21, Congress passed a much anticipated second stimulus package, and President Trump signed it on December 27. The $600 billion package helps those experiencing COVID-related financial hardship, including businesses, hospitals, families, and individuals....
Q4 2020 Quarterly Update
Today, let’s pause and take a moment to reflect on the wondrous powers of small, quiet acts. Pandemic aside, there have been plenty of great, big, year-end reviews and year-ahead teasers clamoring for your current...
As Biden Secures the Presidency, What Could it Mean for Your Future Estate Taxes?
Joseph R. Biden, Jr. will unseat current President Donald J. Trump this month, making him the 46th President of the United States. With a record-breaking voter turnout and a stressful week awaiting election results, most...
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know
On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed. The Good? Benefits Are Increasing...