New Tax Law Changes

As we roll full steam into the New Year 2019 it helps to be aware of a handful of changes related to taxes and tax-deductible contributions to 401k plans, IRAs and the like.

Important to recognize (when in a calm state of mind) is that with last year’s introduction of one of the most sweeping tax law changes in decades, filing for tax year 2018 may contain both pain, in terms of lost SALT deductions, and valuable lessons for how to proceed in tax year 2019. In the meantime, consider the following.*

top view of man holding android smartphone near macbook and newspaper
Photo by rawpixel.com on Pexels.com

Continue reading “New Tax Law Changes”

The Year Ahead

Where do we stand going into the Year Ahead?

It is always helpful to define where stand today and understand a few points about how we got here. So as a sequel to my last post, here are a handful of data points about today’s economy and market stats from the recent past. Several of these may surprise you.

hand pen writing plant
Photo by Natalie B on Pexels.com

Continue reading “The Year Ahead”

Timeless Investing Advice

Welcome to 2019 and Happy New Year.

Remember the original, first run of the movie, Rocky? Even if you were not around (or born) in 1976 to see the movie in person, you probably know the theme song and the story by heart. The film is timeless.

rocky

Investing advice can be timeless as well. Here are several pieces of professional advice and perspective that I have come to firmly believe in my over 30 years in financial services and would like to pass on to you: Continue reading “Timeless Investing Advice”