Here’s to Your Wealth – Essential Estate Plan Review
A good way to start off the new year is to make sure your estate plan is up-to-date and represents…
Wealth Insights & Commentary
Here’s to Your Wealth – Tax Questions ‘Cheat Sheet’
The start of a new year brings new tax adjustments to things like brackets, capital gains, and contribution limits. This…
Here’s to Your Wealth – The Life and Legacy of Charlie Munger, Investing Maverick
On Tuesday, November 28, 2023, the business world lost a legend. Charles (Charlie) T. Munger was born in Omaha, Nebraska…
Here’s to Your Wealth – Demystifying the Inflation Numbers Driving Markets and Your Wallet
Over the last few years, there has been no shortage of stories, articles, and headlines about inflation. The International Monetary…
Here’s to Your Wealth – The Hidden Challenges of Personal Finance Math
Here’s a controversial opinion: the math of personal finance can be more difficult to apply than the math of physics.…
Here’s to Your Wealth – The Power of Compounding
We live in a world of instant gratification. Marketing teams work with behavioral psychologists to develop ways to nudge us…
Here’s to Your Wealth – The Death of Equities
I read an article in Business Week magazine by Barry Ritholtz. Mr. Ritholtz owns Ritholtz Wealth Management, headquartered in NY,…
Here’s to Your Wealth – Harry Markowitz’s Contributions
In 1823, John McLean died, and in his will he left $50,000 to Jonathan Amory and Francis Amory in trust.…
Here’s to Your Wealth – Tax-Smart Giving
According to Giving USA, charitable giving in the US “reached a record $485 billion in 2021,” (Beaty & Gamboa, 2022).…
Here’s to Your Wealth – Beyond Tax Brackets
If someone were to ask you what the 2022 tax brackets were, would you be able to answer? How about…