How contingent fee attorneys can lower their taxes

Contingent fee attorneys tend to become casualties of the progressive tax system. But they don't have to be. We talk tax planning for contingent fee attorneys.

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11.17.2024

What is the yield curve (and why does it matter)?

As jargon goes, “yield curve” is one of the worst offenders. However, this indicator explains quite a bit about what's happening in the economy.

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11.15.2024

Hedge funds, explained.

Hedge funds are frequently misunderstood thanks to pop culture. We review what they are, how they’re different, and when they make sense in a portfolio.

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10.15.2024

Are commodities a golden opportunity?

After a summer spent talking about gold, silver, and bronze, we're focused on how big picture commodity investing can fit into an investor portfolio.

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09.19.2024

November 2024 market update

Election season is officially over, culminating in the reelection of President Donald Trump. With election uncertainty behind us, stocks rallied.

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11.15.2024

October 2024 market update

The stock market rose in September... but so did volatility. This could signal investors are nervous, but some volatility is expected ahead of an election.

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10.16.2024

Do you have an estate plan?

An estate plan can help create security for your family, regardless of your circumstances. We debunk some common misconceptions and explore what goes into an estate plan.

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10.08.2024

September 2024 market update

Nine months into 2024, we may finally see the rate cuts experts were expecting. Here's how Fed expectations have impacted the market so far.

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09.17.2024

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