You Can Always Find a Silver Lining: Even In Tax Season

You Can Always Find a Silver Lining: Even In Tax Season

Tax season is upon us. That means we can all use some entertainment. While many folks dread the process of completing and filing taxes, some see it as an opportunity to test the boundaries of the system. Here are a few deductions Americans have taken that have failed...
Protectionism Is NOT the Answer

Protectionism Is NOT the Answer

With Protectionism at the forefront of the agenda, markets weren’t quite sure which direction to move last week. The Trump rally (built on potential for stimulus and tax cuts), which had lost some steam, gained momentum early in the week. The Standard & Poor’s 500...
Markets Around the World

Markets Around the World

The Markets Around the world in a few paragraphs… The post-election adrenaline rush may be over in the United States. Is the “reality” of the Trump presidency setting in? Or, is this merely a brief pause before optimism becomes growth? Barron’s reported: “The new year...
The Estate Tax is both Federal AND State

The Estate Tax is both Federal AND State

STATE ESTATE TAXES ARE IMPORTANT TO CONSIDER! Most Americans aren’t too concerned about federal estate taxes. After all, 99.8 percent won’t have estates large enough to be subject to the tax. For 2016, the estate tax threshold is $5.45 million (double that amount for...
Thank You Congress???

Thank You Congress???

It Almost Feels Foreign To Say It, But… Thank You Congress! Our elected leaders did some re-gifting during 2015. They restored tax cuts that had been allowed to expire and made them retroactive for 2015. Kiplinger’s reported, “In an important twist to the...
Am I Paying Excessive Investment Fees?

Am I Paying Excessive Investment Fees?

This is an excerpt from an interview Jonathan gave for a Business Insider article. How do I even know what Investment Fees I’m paying? Many investors believe they’re only paying the expense ratio (used to pay marketing costs, distribution costs and management...

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