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SubmitBlog Tag: taxes
Change of the Seasons
September and October on Delmarva means things are changing. Weather, color on the leaves, and the groans about the declining frequency of “beach weather.” The Tax Cuts and Jobs Act (TJCA) was signed into law on December 17th, 2017, and brought about significant changes to the tax code for nearly every American. Often built into […]
Is Your Financial Advice Holding You Back?
A Look Back on Financial Planning and Software Financial planning for retirement has been an established industry for at least 30 years at this point. The software for doing the planning has come such a long way. At the time,some of the earliest packages were still being run on DOS-run computers, if you remember what […]
What Happened to the Silicon Valley Bank?
Over the past week there has been a of headlines about the recent failures of Silicon Valley Bank and Signature Bank. We wanted to take time and address some of your concerns. The below piece, written by one of our internal partners Brett Jergens CFA®, CRP®, breaks down the situation and what is to come […]
What We’re Reading – December Edition
You Can’t Invest Without Trading. You Can Trade Without Investing – Jason Zwieg https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=djemMoneyBeat_us The recent craze in crypto currencies, “meme-stocks” and interest in other assets begs the question: What’s an investor? In his long-running Intelligent Investor column, Jason set’s out to answer that question. (May require subscription)
What We’re Reading – June Edition
You Can’t Invest Without Trading. You Can Trade Without Investing – Jason Zwieg https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=djemMoneyBeat_us The recent craze in crypto currencies, “meme-stocks” and interest in other assets begs the question: What’s an investor? In his long-running Intelligent Investor column, Jason set’s out to answer that question. (May require subscription)
What We’re Reading – March 2020
Rebalancing – AON https://www.aon.com/getmedia/099185c3-1d9c-48f0-ac94-631826808391/Aon-Rebalancing-Paper-March-2020.aspx A great whitepaper from Aon on the importance of re-balancing. This paper is a bit technical, but if there is one thing we’ve learned over the past 12 month’s it is the importance of re-balancing in volatile market periods. Morningstar Ratings for Funds: You Should Know https://www.morningstar.com/articles/1030376/the-morningstar-rating-for-funds-what-to-know Another great column […]
What’s on Our Mind: The Repo Market
You might be asking, what the heck is the repo market? An easy way to describe it is akin to the way you think about the plumbing in your house. Like your plumbing, no news is good news. The repo market is the overnight loans market between banks and corporations. Yes, banks make loans overnight […]
What We’re Reading May 2019
1. How all 50 States Tax Retirees (Kiplinger) A nice piece from Kiplinger on how each state taxes retirement income. Certainly something worth considering if you are moving to another state to retire. 2. Low Volatility and Minimum Volatility are not the same (S&P Dow Jones) From S&P Dow Jones “Indexology” blog is a brief but technical […]
What We’re Reading Feb 2019
People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month. There are no priorities or level of importance indicated by having the articles on this list. It is more about some items we have found […]
What We’re Reading Jan 2019
People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month. There are no priorities or level of importance indicated by having the articles on this list. It is more about some items we have found […]