Schedule Your No-Cost Consultation
301.670.0994

Tag: Current Events

Early Fall Update To The Trump Tax Plan

Posted on: October 3, 2017| Current Events, Tax Efficiency,

Once again, the President and several officials placed in charge of revamping the US tax code have released an outline for what they hope tax reform will accomplish this year. And once again, it is short on crucial details that would let us know the exact ramifications of the policies they aim for. You may  […]

Read More

Equifax Security Breach

Posted on: September 18, 2017| Current Events,

By this point, it is news to no one that Equifax was hacked resulting in the personal and financial information of millions of people to fall into the wrong hands. According to reports, some 143 million Americans have had personal and/or financial information compromised by this breach. Equifax has given access to a database in […]

Read More

What to Make of Bitcoin From an Investment Perspective

Posted on: September 10, 2017| Current Events, Investment Decisions,

Bitcoin is has been in the news a lot recently. As of August 24th, the price of ‘physical’ Bitcoin had increased by 336%, year-to-date. Of course, as anyone who has looked into purchasing direct Bitcoin already knows, the process of “investing” in Bitcoin is rather complicated and poses a litany of unique risks. However, the […]

Read More

Trump Tax Plan Revisited

Posted on: May 11, 2017| Current Events,

This article is based on information released in April of 2017 concerning the Trump Administrations plans for tax reform. For analysis concerning information released in September 2017, click HERE. Back in December, we discussed what the Trump tax plan might look like based on proposals offered by the House Ways and Means Committee and published […]

Read More

Fiduciary Advisors – What They Are and How to Find Them

Posted on: May 1, 2017| Current Events,

If you have ventured outside of this blog to other areas of our website, you may have noticed constant references to the fact that we are fiduciary advisors. The reason we highlight this point is because advisors that truly act in a fiduciary capacity to their clients are far less common than they should be. […]

Read More

The Dow at 20,000 – The Dow is a Bad Index

Posted on: February 2, 2017| Current Events, Investment Decisions,

Last week, the Dow Jones Industrial Average (“The Dow”) cracked the 20,000 point mark. It’s fun and exciting, and it’s seemingly and indication that the stock markets and economy are doing well. Or at least that’s what financial media purports. So, what does the Dow reaching this level actually mean? Well, in truth, very little. […]

Read More

2017 Possible Tax Reform Chart

Posted on: December 29, 2016| Current Events,

Last week we went over the primary effects and differences between Donald Trump’s tax plan and the tax reform proposal from the House GOP. Unless you were following closely, you may have glossed over some of the specifics. Instead of a new topic this week, we put together a tax reform chart summarizing the two […]

Read More

Possible Income Tax Reform & The Trump Tax Plan

Posted on: December 22, 2016| Current Events,

This article is based on information released in December of 2016 concerning the Trump Administrations plans for tax reform. For analysis concerning information released in September 2017, click HERE. With the Republican Party assuming control of both the Presidency and both houses of congress, the general feeling among the financial community is that the U.S. […]

Read More

Prediction Season – Navigating the Tips and Recommendations

Posted on: December 8, 2016| Current Events, Investment Decisions,

Prediction season is upon us. Towards the end of each calendar year, financial news outlets bring all sorts of voices to our TVs and radios to make predictions of what’s to come next year. In the coming weeks, you will see all manner of assertions and guarantees. Some will emphatically tell you to invest in […]

Read More

Managing Investments in a Trump Presidency

Posted on: November 10, 2016| Current Events, Investment Decisions,

Donald Trump will be the president of the United States. The world is not ending. We got up this morning and we went to work. Some of us are a little happier than we were Tuesday. Some of us are a little sadder. My job today isn’t to offer criticism or praise of the politics. […]

Read More
  • Page 1 of 2
  • 1
  • 2
  • >