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Jan 20, 2021

Financial Planner Matthew Anderson talks about the importance of understanding one's time horizon for investing.


Jan 18, 2021

Simon offers five reasons why, even though expensive by most metrics, this stock market environment still does not remind him of the Tech bubble in 1999. He discusses how the potential for higher taxes and inflation have replaced election outcome anxiety as investors' primary worries, places in context, and helps to...


Jan 13, 2021

Financial Planner Matt Anderson talks about the Marginal Tax Rate. What it is and why it is important to know when making financial decisions that involve whether to recognize income now or defer it to the future.


Jan 10, 2021

Simon discusses the lay of the land and how there is much to make investors anxious: stretched valuations, all-time market highs, political changeover, and market rotations. He frames the backdrop and argues that investors should still have a positive outlook but should be prepared for both volatility and a...


Jan 6, 2021

Welcome to the new year! Now that the calendar has turned, you can now know to the penny how much needs to come out this year from your inherited IRAs and IRAs that you might have to take Required Distributions from if you're 72 years of age or beyond. How will you remove what needs to come out this year? I have several...