Why were tax burdens so high for many people last year? Four reasons made 2013 a "perfect storm" for tax payers. We review the year from a tax perspective below, and discuss what to do heading into...
Introductory Note: We don’t normally air our internal debates for public review, but in this case we do so for two reasons: 1) it illustrates how we encourage differing views to achieve consensus,...
Only Yesterday, by F. L. Allen, is a history of the 1920s. My father and I discussed this book twenty years ago when he was in his late 70’s. He said, “Yes, the late 1920s were only yesterday.” ...
As you might expect, we get questions about dollar cost averaging (DCA) frequently. Would it be better for the client if we invested a large sum (typically cash) gradually over several months, or...
