Category: Uncategorized

Retirement, Income, Tax & Estate Planning.

Where Are All The COVID Divorces?

This week, I’m going to give you guys a little inside look as to how marketing works at companies like ours. Every day, I—and other people in positions like mine—get dozens of emails and pitches from companies that exist solely to produce (and push) a variety of sales materials. And this week, I got pitched…
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February 18, 2021 0

Gifting Rules For 2021

Since the first of the year we have heard from a nice number of clients, many with questions about how taxes will change under the new administration. Only time will tell, but there are many potential changes to the tax code that could be coming down the pike. We will explore some of those in…
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February 4, 2021 0

Super Sunday

My granddad used to tell me my generation was soft, and I would argue. But today I noticed that the NFL had an official yogurt-based smoothie, so yeah… maybe he had a point. (It’s Dannon, by the way.) It’s the week of the big game, which is what I have to call it because any reference to…
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February 4, 2021 0

We’re Out Of Chips

I think the last time we talked about pandemic-related shortages, we were running out of beer cans. Thankfully, as my neighbor can attest, we are no longer running low on beer cans. Or beer. No, we are now apparently out of chips. Microchips to be exact. We are under a lengthy (and lengthening!) microprocessor shortage.…
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January 19, 2021 0

2021 Market Outlook

2020 was a crazy year on many fronts with the stock market no exception.  As we turn the page, what’s in store for 2021?  According to Mark DiOrio, Brookstone’s Chief Investment Officer, look for the markets to do well at least into the third quarter.  Economists believe that we are still in a secular or…
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January 7, 2021 0

A Muddy Future

I’m not sure how many folks out there are familiar with Adobe. Not adobe, the mud bricks used for millennia. I’m talking about Adobe. They’re a software company known mostly for the .pdf file format, the Adobe Reader program that’s required to read .pdf files (that somehow installs something else every time it updates), and…
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January 7, 2021 0

Remember These? Technical Milestones We Probably Forgot

Tomorrow marks a very important date that no one reading this likely cares about: Alabama plays Tennessee. For the 103rd time. The game is historically played on the third Saturday in October and, in fact, the rivalry game is known as “The Third Saturday in October”. Alabama has dominated the series as of late (which…
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October 22, 2020 0

Presidential Markets, Again.

Are you tired of hearing about the election yet? Just so you know, we have (as of today) 66 days to go. A few weeks back I wrote about presidents and the markets, but a lot of what I referenced spoke to overall presidential careers. I dug around Marketwatch.com and put together figures for each…
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August 27, 2020 0

Will Fall Bring Any Changes?

By Peter Wechsler Your Retirement Quarterback® When Halloween candy hits the store shelves you know that summer is just about gone and that Thanksgiving is right around the corner. Soon it will be Monday Night Football and the World Series that now seems to creep into early November. Once July 4th hits I start getting anxious…
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August 24, 2017 0

Goodbye, Obamacare. Hello, American Healthcare Act.

Unless you were living under a rock all week you heard that the House unveiled their answer to the Affordable Care Act (aka ACA) (aka Obamacare).  So far, the reaction on Capitol Hill has been less than gleeful—not just by the Democrats, but by many Republicans as well.  This is going to be fun to…
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March 9, 2017 0