For most people, the turn of the calendar to a new year brings many thoughts of goals and aspirations. But if you’re in the financial world, you start to think about tax law changes that are applicable for the year. We had several briefs last...
The IRS has announced that the 2026 filing season, covering 2025 income, will officially open on Monday, January 29, 2026. We all dream of a world where filing taxes is effortless: simple rules, instant refunds, and no one ever saying “adjusted gross income.” While we’re...
At the start of the year, I like writing about what took place in the preceding 12 months because it's a helpful reminder of the ground we covered, and there's always a lesson or two that can be applied going forward. Most important, and this...
Here's a simple exercise for you to try annually: Look back at the prior year and do an honest inventory of what you purchased, asking one simple question: Of all the things I spent my money on, what ended up being the thing or experience...
As we wrap up 2025 and head into its final weeks filled with merriment, loved ones (those near, far, and those forever missed), and good food, I want to take the opportunity to say how deeply thankful we are for you. Thank you for trusting us...
In the world of investing, just as in life, you can make a careful, well-reasoned decision and still end up with an outcome that leaves you disappointed. And the reverse is true as well. Every now and then, a rushed or thinly supported choice can...
With Thanksgiving now in the rear window, we are firmly in the Christmas season. This time of year is associated with a range of emotions, from pure joy and excitement to stress and busyness. One thing that’s impossible to miss are the invitations to spend...
Driving the kids to school a few days ago, Jack said, "Dad, can you believe we're already halfway through November?" I responded by pointing out that school started three months ago, and neither of us could believe it. The old saying that "the days are...
The job of an NBA General Manager is to construct the best roster of basketball players available given the money constraints of the team owner. Once the roster is there, you let them cook, as the kids say. They have to play the game, and...
On a recent trip to my parents’ house, I found The Beanie Baby Handbook – 1998 Edition, available exclusively through Scholastic school markets. This unofficial guide packs in collector tips, trivia, and a directory of the current and retired collections. Like any good investment prospectus, this...
