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A short history of market corrections
Senator Schumer accused President Trump of having temper tantrums. This also is a good description of the markets in recent weeks. The...


Year-end tax tips
As we come to a close on another gyrating year, when it comes to tax tips, this time it’s different. With the launch of the Trump tax...


Are we in a recession?
Investopedia describes a recession as a “significant decline in economic activity that goes on for more than a few months”^1. This does...


Checking your emotions during market volatility
Investors saw relief as the Federal Reserve Chairman corrected statements suggesting that they will slow the pace of further rate rises....


What to consider during Medicare open enrollment
It's Medicare open enrollment and if you’re 65 or older, this applies to you. The deadline to make changes is December 7th. Here are some...


The joys (and complexities) of being multinational
There are many of us who have moved overseas for a full-time venture and there are many more who travel overseas for extended periods of...
Long-term bull market tries to hold on
After the most turbulent month in years, the S&P 500 squeaked out a positive week, roughly up 2%. This puts the index up about 1.5% since...


Dealing with culture shock from living overseas
To a new expat, life abroad is colorful and exotic. This can also mean shock as you find yourself outside your comfort zone; facing new...
How to not pay capital gains tax (Opportunity Zones)
If you’re fortunate to have an imbedded capital gain, either from company stock or other investments held during the last decade...


Flex Spending Account vs Health Savings Account
It’s that time of year you can elect your benefits through work. Your employer may offer a Health Savings Account (HSA) and/or a Flexible...
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