Blog

Giving to a Good Cause? Do Your Research.

It’s the holiday season. You and/or a family member may be inclined to give to a charity (see one of my favorite charities, PAWS Atlanta, above!). My parents enjoyed giving to charity, especially later in life. They sent checks to many charities. When they gave, they...

read more

What We Can Learn from Charlie Munger

On November 28th Charlie Munger, the Vice Chairman of Berkshire Hathaway, and Warren Buffet’s right-hand man, died. By many counts, he’s considered one of the greatest investors of the all-time. What made him great? Here are just some of his thoughts…… “….One is the...

read more

Congrats! You Stayed Invested!

It’s been a turbulent time around the world the last few weeks with Israel/Gaza conflict, Ukraine, labor strikes to name a few. But investment markets haven’t cared. The S&P 500 is up 3.66% for the last two weeks. Which is 19% (18.97 %to be exact.) of the S&P...

read more

U.S. Government Debt: We Need to Talk

One topic we’ve been discussing at client meetings is the increase in the US Debt. Is it a concern? Can it become one? The current answer is it is not a current concern, but it could become one. Here is Darrell Spence’s, economist at Capital Group, take. “One question...

read more

Year-End Tax Planning Part 2

We are just over 2 months from the end of 2023! It’s important to do some planning now. Action now can minimize taxes that you owe for 2023. Things to consider: Defer as much income into your 401k plan as you can by 12/31/2023 payroll. The maximums for 2023 are...

read more

ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?