Archive for December 2018
Bear market blues
If you have been paying attention to your investment accounts, you may have noticed that the stock market has fallen dramatically this quarter. The S&P 500 closed at 2,924 on…
Read MoreIs cash a thing again?
For many years, clients stopped asking how much they would earn on their money market accounts because for quite a while, money market accounts weren’t paying any interest at all.…
Read MoreMarket Volatility
The last quarter of 2018 has been very volatile for stocks, compared to the last several years of relative calm. This has made many investors nervous and potentially caused them…
Read MoreWill your Kids Blow their Inheritance?
For most people who spend a lifetime prudently managing their wealth and their spending habits, the thought of their children recklessly and rapidly blowing their inheritance is disconcerting. According to…
Read MoreConservation Easements
There is a section in the IRS tax code, designed to preserve certain U.S. lands, permitting wealthy investors to significantly reduce their income tax liability. Landowners who are willing to…
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