What Is Asset Location?

You’re probably already familiar with the three most important factors in real estate: location, location, and location. Asset location is a similarly important, if less familiar best practice for keeping as much of your wealth as possible – after...

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Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It

In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking...

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The American Rescue Plan Act of 2021: Understanding The 2021 Recovery Rebate Stimulus Payments

The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.” That’s the quick take. But what’s...

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A Reminder of IRA, Roth, or Backdoor Roth Contribution

Please don’t miss out on the opportunity to maximize your IRA contribution for the 2020 tax year. Funding your IRA prior to April 15, 2021 may help you qualify for tax benefits and potentially increase your opportunity for higher returns. ...

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Good Advice

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment tools, you may wonder whether you still need a living, breathing financial adviser. You do. But with a twist. First, we need to redefine traditional financial advice – the kind that’s been...

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