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A Complete Education

We have graduated another class of young people from high school and college. I want to focus upon the subject that most of us did not study formally and which is often caught only from our family experience, if even then. That is personal finance. Even for these new graduates, [...]

By |June 8th, 2021|Categories: 401(k), Personal Finances, Retirement|

Straight scoop on taxes

This past week, President Biden addressed Congress and the American people to make his case for a 1.8 trillion dollar spending bill targeted at families and education called the American Families Plan. He has proposed to pay for this additional government spending through tax increases targeted at corporations and wealthy [...]

By |May 4th, 2021|Categories: Economy, News & Events, Taxes|

Truth About Money

For those who don’t know, my background was not originally in finance. I actually went to school to become an educator. While I no longer teach social studies as I once did, I still have the heart of a teacher. Because of that, I jump on every opportunity I can [...]

By |April 20th, 2021|Categories: Personal Finances|

Where do you find value?

Last time, I discussed the market rotation currently in evidence from the high flyer growth stocks to the more mundane garage sale value stocks. Today I want to give you a better idea of how this presents itself to investors. Since you have thousands of choices available to you, how [...]

By |April 14th, 2021|Categories: Economy, Investment Management|
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