Blog Tag: taxes

Finding The Bullet Holes

Recently, I attended an investment conference and had an opportunity to listen and learn about updates and trends in the investment world. During a specific education session, we were told a story about statistics and bombers in World War II that I think draws some parallels to today’s investors. More times than not, we can […]

Written by on September 25, 2018

What’s New With Social Security? An Update.

In June, the Trustees of Social Security’s trust funds released their annual report (viewable at https://www.ssa.gov/OACT/TR/2018/tr2018.pdf). What many already know remains the same, the outlook for the future of the Social Security program as we know presents a challenge on the horizon. While the outlook has been raised questions for sometime now, an important threshold was […]

Written by on July 30, 2018

What We’re Reading Apr 2018

People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research 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 interesting. It is […]

Written by on April 18, 2018