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Tuesday, November 29, 2022

What are year-end investment decisions?Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions...

Friday, November 25, 2022

Leading economic indicators have recently pointed to a stark reality--the cycle is about to repeat itself. Our own stock markets are some of the earliest indicators of recession, and they have been alerting us for most of 2022.

Tuesday, November 22, 2022

The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put in extra efforts helping others this time of year, but donating is also a smart financial move....

Friday, November 18, 2022

Next week Americans will celebrate a holiday truly bespoke to our heritage, dating back to 17th century New England. Times have surely changed us from our monochrome-dressed ancestors.  Life is good, and the food is better.

Tuesday, November 15, 2022

5 Steps to Consider Before Retirement  Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How...

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Tuesday, November 8, 2022

Building a budget is a great way to get a handle on your finances and spending habits. It allows you to track where your income goes each month, helping you to cut back where you need to or reallocate portions of your income to...

Tuesday, November 1, 2022

From fluctuating gas prices to market volatility to inflation fears, it may be tough to tune out the noise when trying to gauge how your investments perform. And if you are like most investors, you try to resist the temptation to do...

Thursday, October 27, 2022

I hope you are well-stocked on candy for trick-or-treaters. This Fall has blessed us with beautiful weather in Louisiana and Arkansas. The leaves are holding fast to their stems, displaying their rustic chroma, and awaiting their windy...

Friday, October 21, 2022

Malcolm Forbes, the second-generation owner of Forbes Magazine, once said “As you get older, don’t slow down.  Speed up.  There’s less time left!”   I think of when I used to run and I would feel an obligation to run faster as I neared...

Tuesday, October 18, 2022

There are five estate planning documents you may need, regardless of your age, health, or wealth:Durable power of attorneyAdvance medical directivesWillLetter of instructionLiving trustThe last document, a living trust, isn't always...

Tuesday, October 11, 2022

If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic...

Friday, October 7, 2022

I’m not saying things are rosy.  Volatility is high for a reason, and I firmly believe that until inflation is under control markets will not regain stable footing.  The current environment is one of dislocated global markets, scarcity...

Tuesday, October 4, 2022

It has been a tough year for the market. The S&P 500 index so far in 2022 has taken somewhat of a nosedive, at one point dropping 20.6 percent, the NASDAQ dropping nearly 30 percent[i], and as a nation, we have experienced massive...

Friday, September 30, 2022

"If we simply absorb current sources without recalling history, we can be swept into the “current” of popular thought."

Monday, July 4, 2022

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...