In last week’s email on “….Boring is Beautiful: Part I,” we covered the railroad industry. This week we are covering well-run treasure hunt retailers. When economic conditions become challenging, consumers may naturally become more careful about spending. Many...
After two solid years of strong returns, equity markets are currently experiencing a significant downfall in 2022. While it’s always possible equity markets could turn upward quickly, an equity downturn experience can leave an extensive impact on the psyche of even...
The past few years have proved the Greek philosopher Heraclitus right when he proclaimed that, “the only thing constant is change.” Just when a sense of normalcy seemed to be realized, during the first quarter of 2022 the world was thrown another hardship as Russia...
In February of 2022, the IRS and Department of Treasury released 275 pages of proposed regulations to implement the SECURE Act (Setting Every Community Up for Retirement Enhancement), that was originally enacted in December 2019. The SECURE Act was designed to...
For the past 22 years, I have had the privilege of assisting individuals who sought investment and retirement council. Through that time, we’ve witnessed countless success stories, but not without speed bumps. 2022 has presented a moment that could cause havoc for...
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax savings opportunities and strategies as possible for our clients. We believe that a proactive approach to...
