Stocks are hot for illiberal democracy
Stocks may thrive under deregulation but at a cost. Investors should brace for risks to Social Security, rising tariffs, and a lower dollar
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Tax changes are headed our way and here's what you can do to prepare
President Joe Biden during his State of Union address insisted that taxes will be raised for only those earning $400k or higher. This...
Holiday Year-end Tax Tips for Investors
Tis the season for Happy Holidays and year-end tax tips so you can enjoy your Christmas presents! There are many tax changes (and...
Adjusting lifestyle to fit the new world
Massive changes are headed our way. This isn’t hyperbole; it’s a thoughtful analysis based on the restriction of supply as a result of...
Markets and America are being tested
While Republicans push for American autocracy, markets behaved wildly for plausibly other reasons. The Federal Reserve announced last...
Biden's tax agenda for investors
Major implications of Biden’s new “American Families Plan” is targeting households with incomes $400,000 and above. Proposed changes...
How to get Tax Free Wealth in Retirement
Nothing is certain but death and taxes, unless you’re a billionaire or if you read the book, Tax-Free Wealth^1. The latest revelations of...
The growing of dark money in SPACs and NTFs and a warning to investors
Recent headlines of billions of dollars exchanging hands so far this year thanks to the latest creation in financial ingenuity. SPACs,...
Being grateful and why I'm looking forward to the new year
Nobody could have predicted the scale of the calamity that we experienced in 2020. The loss of jobs and lives as a result of the pandemic...
Will social security run out?
You may see the alarming note on your latest social security statement saying that projected levels are not enough to sustain payouts...
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