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Insights to Grow Your Financial Confidence
Stay informed with expert advice and actionable tips on financial planning, investment strategies, and tax planning. Our blog is designed to help you make smarter decisions for a secure financial future.
The Rule of Law and the Cost of Inconsistency
Like many Americans, I took time last month to watch the Super Bowl. Not a game goes by without a controversial call. At this point, it almost feels expected—especially when a questionable decision...
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Scamsters Are Getting Better: Expect Them to Continue to Get Better
Remember the Nigerian Prince? This scam was so bad it creates laughter just thinking about it. I don’t remember all the details but it involved an email from a stranger claiming to be an actual...
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The Wonders of Capitalism and Its Problems
My wife Joan was marveling at a roll of parchment paper. She was using it to line a pan to make some yummy squash with cinnamon and pecans. She showed me the roll in its cardboard box and explained...
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That's a Wrap!
I'm a theater nerd. Ever since high school I've enjoyed the creativity, collaboration and whirlwind of artistic effort it takes to put on a show. Throughout college I worked as a stagehand for my...
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Time is of the Essence
Shortly after starting my first "real" job out of college, the iPhone became available. There were predecessors to the iPhone which could be dubbed as "smartphones," but the iPhone changed the...
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You Are Not a Billionaire
You might think my headline is a bit bold but consider that there are only roughly 1100 billionaires in the US. The current population of the US is estimated to be 340 million. That means there’s a...
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It's Not Working
I’m a football fan. Maybe you’re not but you’ll be able to understand this. When a team is successful with a play, I am very much in favor of trying it again until it doesn’t work anymore. Then...
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Does the National Debt Matter
How Do We Make Sense Out Of the $37 Trillion National Debt?“Ronald Reagan proved that deficits don’t matter.” Dick Cheney, American businessman & former vice president of the United States“The...
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The Market is Not the Economy
Imagine trying to drive your car by looking in the rearview mirror. (You're probably thinking, "Really Kevin, another driving analogy?" Stick with me though as it remains relevant.) If you're...
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The Rich Getting Richer
“The most beautiful words to me” Donald Trump … “new golden age…” Donald Trump After the inauguration, Donald Trump said we will be entering a new golden age. He didn’t explain why he thought that...
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One Big Beautiful Bill Act: A New Era in Tax Strategy
The "One Big, Beautiful Bill Act" (OBBBA) is more than a political talking point—it's a transformative law that brings a sweeping array of tax changes with crucial implications for you. Whether you...
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