Pro Tips We see Opportunities We’ve Not Seen in Many Years

Are you a glass half full or glass half empty person? That’s a trick question because truthfully unless you are actively searching, and surveilling a given situation you will likely only see what’s on the surface and easily seen by … Continue reading

Pro Tip – How To Deal With High State Income Tax Rates

  With the 2018 tax overhaul well behind us, many people who reside in high tax states such as California, Hawaii, New York, etc. are no longer able to fully deduct their high state taxes on their federal tax return. … Continue reading

Negative Interest Rates and Your Portfolio

In the US, we haven’t yet had to experience a significant period of negative nominal interest rates. But given economic fears and the extreme stimulus measures currently underway in Washington, negative rates on US government bonds could soon become a … Continue reading

Financial Planning Strategies for Today’s Environment

If you’re looking for a silver lining in the current market downturn, there are several. We have already written about some timely investment ideas and will continue to present what we think is compelling. But did you realize there may … Continue reading

Positioning your Portfolio for Recovery after the Downturn

It’s easy to forget how high markets had been flying just two quarters ago and how optimistic the mood felt. But thanks to a tiny bug too small to see even with a standard microscope, the world has been turned on its head. Continue reading