In these posts we will endeavor to provide some answers to general questions we receive that we think will be useful to you. We have a list of questions that we hope to answer in coming weeks, but we also want you to have an opportunity to ask questions that we may not have already encountered. So please submit general questions that you would like to be answered, and we will do our best!
Have a Question?
If there is something you would like to know about financial planning or our services please send us your questions.
That title may be a bit misleading because it is meant as an umbrella-type question that is more accurately phrased along the lines of: What do you think of X proposed law governing Y? And the very first response to any question with those variables is: It has to become a law first, and no president can write laws. Presidents do have a lot of power
Because You Asked: Are There Any Last-Minute Strategies to Save on Taxes Before the Filing Deadline?
We are coming to the *end* of tax season…or what was the original deadline of April 15th, which of course has now been extended for a second year: June 15th in the state of Texas, May 17th for everyone else. Regardless, with a little extra time again this year, and especially considering the stimulus payments, we wanted to take a moment and mention a couple
What a Year! Heading into the middle of March 2021 we are struck by the wild ride that was 2020 and leading into 2021. Of course, this time last year we were writing blogs about such topics as: How to Survive a Volatile Stock Market The Impact of Coronovirus on Investments Delayed Tax Filing Deadlines and Summary of the Cares Act Those were some crazy
Specifically, this questioner was focused on the recent craziness around Robinhood investors as it related to GameStop, hedge funds, short squeezes, etc. Once opinionated opinionists and commentators get hold of a meaty news bone like this, they proceed to devour it with endless speculation and regurgitation. That is not a pleasant thought, but if you are in the middle of the news blender, I think it sort
Year-End Financial Decisions to Consider In the midst of important decisions related to Black Friday shopping, Cyber Monday, and Giving Tuesday there are some additional decisions that we recommend our friends consider before the end of the year. Here is a list to consider what might work for you: Contribute to a 529 for a child or grandchild. You can review info regarding 529 plans
As always, we have been doing a ton of reading and study to try to grasp the ever-changing economic and investing environment. This is a full-time job, which is part of what people hire us to do so that they don’t have to try and keep track of it all along with their other jobs and family responsibilities. There are times that we jokingly tell
Shifting Times Require Modifying Methods: Chapter 3 of 3 This week we wrap up our little mini-series in our discussion of risk and its impact on how we invest. Here are the links to the two previous posts, if you want to review them: Because You Asked: How Do You Respond to Changing Times? Chapter One Because You Asked: How Do You Respond to Changing
Shifting Times Require Modifying Methods: Chapter 2 A couple of weeks ago, we wrote the first chapter of this mini-series that talked a little about risk and how we identify and use it to drive our investment decisions. If you want to review, you can read it here: Because You Asked: How Do You Respond to Changing Times? Chapter One. Now that we have talked