Weekly Blog

Run Your Race

Did you watch the Kentucky Derby on Saturday? I had to watch it twice to understand how Rich Strike won the race. I’m not a horse racing expert, but here’s what I saw. The favorites went out too fast. The announcer even commented on it – “That opening half mile...

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Tax Review

Hooray! We all survived another tax season. I hope it wasn’t too bad for you. I know many people had to pay larger than expected tax bills this year. Mostly that was due to people earning a lot of money in 2021…but it also could be a sign of poor planning. Here are a...

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More Roth Conversion Opportunities

Congress is working on legislation that will change retirement account rules yet again. The bill dubbed “Secure Act 2.0” passed the house this week. Many of the proposed changes have broad bipartisan support and are expected to be reconciled with a Senate bill this...

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Bonds and Interest Rates

The Fed raised interest rates for the first time since 2018 this week. What does that mean for you? Most people have a general idea that bonds lose value when interest rates rise. Do you know what to expect from your bonds? Bond geeks did you a favor. They have a...

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Sample Size Matters

As I helped a client review his beneficiary designations last week, he joked, “Way to bring up [my] death.” I laughed and reminded him that death remains undefeated throughout human history. His reply? “The 2007 New England Patriots were undefeated too at one time.”...

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