Weekly Blog

Our resident CPA Conner and I talk about charitable giving a lot, especially this time of year. Each time we review strategies, we come back to the same conclusion. Qualified Charitable Distributions (QCDs) are hard to beat. For most people over age 70.5, they give...

As Dickens said, “It was the best of times. It was the worst of times.” That’s certainly true for the bond markets today. The Bloomberg US Aggregate Bond Index is close to setting a personal worst – logging three consecutive negative calendar year returns. It lost 2%...

Last week at Future Proof (world’s largest wealth festival), Morgan Housel observed, “What most people want is a simple life.” He’s the author of The Psychology of Money, a book I highly recommend. That quote stuck with me for the rest of the conference. I do think...

The stock market is fun again this year. Most stocks are up, many are up big. Some stocks are up so much, it’s hard to justify their prices. It’s more likely than not they will fall. This brings us to a fun debate, what should you do with excess cash? My general...

When darker clouds roll in, my girls often ask me if it’s going to rain. I used to look at my phone and see what the latest hourly forecast shows. There are multiple apps, including The Weather Channel, that will give you the percent chance of rain each hour. The...