Estate Taxes - Change, Change, Change...
A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.
Our Thoughts on Bank Failures
With the failure of SVB, many investors are wondering how we got here and what's next? We dive into the details, the guardrails and possible outcomes.
Market Insights for Q1 2023
After a blighted 2022, the market looks to rebound. Asset allocation tilts include: Value, International, and Treasuries. Charts and commentary included in this important video on investment portfolio construction.
We Are Thankful
This Thanksgiving season, we are thankful for many things, including Eugene Fama, a.k.a., "The Father of Modern Empirical Finance." Fama's Nobel winning work helps frame how markets are efficient. One of the implications for this is a de-emphasis on beating the market. In turn, we believe a smart pivot is to focus on returns net of fees and taxes.
Social Security: Choosing When to Claim
One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.
The Boston Thesis
The Boston Thesis is that Americans can fight debt and taxes, just as our revolutionary forefathers did, in order to create financial freedom which is key to actualizing life's goals.