The intent of these blog posts are to present to you different points of view and to provide information which may be helpful to you.
Most of the blogs will be on the subjects of Financial Planning, cash flow management, investment advisory and advanced planning topics.
Please contact me with your request for specific articles or information.
Please let me know your thoughts, comments and suggestions. If you have an idea or some thought you would like to post here, please contact me.
The TCJA of 2017 changed the form 1040 to a one page filing form. All this change accomplished was to move several of the reporting lines onto separate forms. Although the 1040 was reduced in size more forms were added for filing. The...Read More
Kellogg: The Groucho Marx Theory of Efficient Markets By Mitchell Petersen | Posted: 08-13-19 | 09:14 AM | Kellogg faculty make groundbreaking contributions to many academic fields, and they regularly publish influential books and...Read More
Seems like a strange question. Depends on your point of view. A larger firm will have a different view than a smaller firm. An elephant is a large case with a very large fee attached. The larger may have the attorneys to assign to the...Read More
Fixed income securities are vulnerable to several types of risks. Bonds are the most commonly used fixed income security. Fluctuations in interest rates affect bond principal and the interest produced. The relationship between a bond's...Read More
Over a lifetime a person may spend $250K or more on vehicles. Easily done in this era of $65,000 cars, SUVs and trucks. Even a good used sedan is $30,000. This money spent on transportation is not allocated to savings and investment....Read More