Wednesday, May 22, 2019
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Wealth Tips

Wealth Tips

What You Need to Know About The SECURE Act

Would you believe me if I told you that in early April the Ways and Means Committee of the U.S. Congress passed a bill with Unanimous Bipartisan support?! Well, it did. It is paired with a similar bill in the...

Wealth Tips

The Advisors’ Dilemma

A financial advisor is having a review meeting with one of his best clients and presents her with a performance report along with three different indexes. The client asks, "Why are you showing me the performance of so many indexes...

Wealth Tips

Opportunity Zones

At the end of 2017, President Trump signed into law the Tax Cuts & Jobs Act (TCJA) which reduced tax rates for businesses and individuals and increased standard deductions and child tax credits, but it also limited the benefits of...

Wealth Tips

And the winner is…Cash!

In 2018 cash outperformed stocks and bonds for the first time since 1994. 2018 proved a bear of a year (pun intended). 2019 will perhaps be just as exciting. While everyone seems to want to talk about recession, we are...

Wealth Tips

May 2019 be a Prosperous One

Like a roller coaster, markets have no engine to guide them along a track. Instead, earnings and other factors create momentum. Momentum creates potential energy like the tick, tick sound as you rise to the top of the hill -...