Protected: Tax Effective Charitable Giving
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Investment Letter 4th Quarter 2022
Market Recap An extremely difficult year in the financial markets ended with a thud for U.S. stocks. After a 14% rally in October and November, the S&P 500 Index dropped 5.8% in December to close out the year with an 18.1% loss, its largest annual decline since 2008. Foreign stock [...]
Protected: How Savings Beats Investment Returns
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Protected: Great Time for a Roth IRA?
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Protected: Is a Stronger Dollar Good or Bad?
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Protected: Taking Our Medicine
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Protected: The Flaw of Cryptocurrency
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Protected: Don’t Understand the Markets? Read This
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Protected: Alternatives vs. Traditional Energy Costs
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Protected: Social Security: Take it Now or Delay?
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