Personal Finance

What Happened in Q1 2022?

The S&P 500 Index returned -4.6% during Q1 2022, and the MSCI All Country World Index fell -5.3%. Q1 saw a notable rotation into inflation sensitive assets. The Bloomberg Commodity…
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Our Perspective on Russia & Ukraine

With the current volatility of the geo-political environment, I wanted to take a moment or two to provide some perspective on the scary situation in Ukraine and what could happen…
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Tax Planning for the Self Employed

Understand Self-Employment Tax and How It’s Calculated As a starting point, make sure that you understand (and comply with) your federal tax responsibilities. The federal government uses self-employment tax to…
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The 4 Essential Elements of a Retirement Plan

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings,…
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