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  • Jan 2024 Recap & Portfolio Adjustments

    5-7 minute read Welcome back my friends and I hope your 2024 is off to a great start. Since we made some portfolio adjustments and rebalanced everyone’s accounts this past week, this is going to be ...

  • 2023 Year in Review and 2024 Outlook

    Hello my friends, and welcome back. I hope the holidays treated everyone well and that your 2024 is off to a great start. Given that December was a fairly quiet month for the markets, as is often the ...

  • 2023 End of Year Tax Planning Checklist

    As the year draws to a close, we must make tax-aware decisions before the ball drops and we hit our tax deadline for 2023.  A few annual items to review include reviewing qualified plan contributions...

  • When is the right time to itemize your taxes?

    Tax season can be a daunting time for many individuals, filled with confusing forms, numbers, and decisions to make. One of the critical decisions taxpayers face is whether to file with itemized deduc...

  • SAVE and OnRAMP

    On Friday, June 30th, a date which will live in infamy (at least with student loan borrowers), the Supreme Court ruled that the Biden administration’s student debt forgiveness program was uncons...

  • The ABC’s of Student Loans

    The phrase Student Loan Debt likely inspires dread in the minds of many struggling to repay years-old loans for an education that may or may not have been worth the cost.  While many view student loa...

  • Bananas and Bank Runs

    By now, you’ve likely heard about the bank run on the Silicon Valley Bank and the subsequent failure and bailout of that bank.  You may have also heard about the failure of an unrelated bank in New...

  • Student Loan Forgiveness

    If you haven’t heard, the beta version of the public student loan forgiveness application went live.  This application for student loan forgiveness is the largest ever one-time student loan dischar...

  • Death, Taxes, and Market Volatility

    It’s always difficult (some say impossible) to accurately explain the entirety of the financial markets at any single point in time.  There are several macro factors affecting the equity, bond, and...

  • Tax Planning vs Prepping

    Taxes tend to be synonymous with discomfort.  Whether we are worried about paying too much, too little, or filing the right forms; tax season brings with it a bevy of headaches.  The U.S tax code is...

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