If you’re confused about Social Security, it’s no wonder. It’s about as clear as mud for most people, and the partnership structure can make it even more so. While most people are able to see exactly how much they contribute to Social Security on their W-2 each year, like partners at many other large partnerships, […]Read More »
Financial stress and anxiety affect millions of people. Most of the stress we deal with during our adult life is sometimes caused by financial-related issues. The reasons for financial stress differ from person to person, but it is important to remember that worry won’t solve anything; taking action to alleviate financial woes, however, does. Here […]Read More »
Estate plans are drafted with the idea of passing wealth to the next generation with a minimum of trouble and expense. It is your list of instructions from “beyond the grave“ with regard to the disposition of your assets and the conditions under which they will or (in some cases) will not be disbursed. What […]Read More »
Clients have frequently asked about how tariffs might affect portfolios. The concern is understandable. I think most all of us would agree, tariffs are generally bad, and are an additional tax on consumers, which slows the economy. At the same time, uneven trade deals are not good for the US. The addition of steep tariffs […]Read More »
No matter how young you may have been when you started (properly) managing your personal finances you likely wish you had started sooner. If you have a son or daughter, grandchildren, or nieces and nephews — chances are they all need financial guidance. Financial planning skills are not taught in elementary school. For most Americans […]Read More »
Question from the blog: What is a trade deficit—and does it matter to my portfolio? This question has been coming up a lot lately, and it’s no wonder. With Trump’s recent threats to impose tariffs on China and Canada in a trade war, trade deficits have been the talk of the town. Unfortunately, all of […]Read More »
When planning for retirement, it is well known that the earliest you start saving, the better; however, it is never too late to get started and, even if you started late, there are some steps you can take to maximize your savings and the odds of being in good shape at retirement. Below are a […]Read More »
Six months ago, we passed along an article from Guggenheim Investment with its projections on when the next recession might hit. Guggenheim just updated their forecast and we thought we should pass that along as well. In short, because of recent fiscal, monetary, and interest rate changes, they have shifted their projection to late 2019 […]Read More »
The market snap that occurred in February, seems to have marked a point where markets finally recognized the inflection point from many years of decreasing interest rates to many expected years of increasing interest rates. The winners and losers of this transition are likely to be different than what we have come to expect over […]Read More »
This is a question with as many answers as there are people to ask it. I usually recommend considering this option when a KP physician’s retirement assets and savings match one year of income. If you’re nearing this point, it’s probably time to consider whether or not you want to spend a few hours a […]Read More »
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This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.