Blog Posts

Retail spending fell in December at the sharpest pace of 2022, marking a dismal end to the holiday shopping season as rising interest...

The recent Tesla price cut had brought much attention to the tax credits for clean energy. Below are some of the energy incentive tax...

The World Bank sharply reduced its forecast of world economic growth this year, to 1.7%, which would be the third-weakest pace in nearly...

More than two-thirds of economists at 23 major financial institutions expect the U.S. to have a downturn this year (Source: The Wall...

January January 1st Updates in Social Security, Medicare, and Inflation-Adjusted Federal Income Tax Bracket, and Retirement Account...

The new year starts as quickly as the last one ends. You’re now on your way to moving forward with your future so make sure your...

Anyone can call themselves a financial advisor. Only those who have met the CFP Board's high standards for certification can call...

Recently a prospective client asked me why I chose the RIA model instead of working as a financial advisor in a wealth management firm or...

Many prospective clients already have investment portfolios prior to contacting me. For younger clients, this could be a few stocks that...

When most people are first beginning to think deeply about their finances, they tend to focus on their investment portfolios to the...

Many of my clients are tech employees who have been rewarded with Restricted Stock Units (RSUs) as a part of their total compensation....