Over the nearly thirty years of practice in financial planning and banking, I have been approached by many clients seeking to avoid paying taxes on highly appreciated real estate investments. ...

The Nobel Prize-winning economist Paul Romer once wrote that "economic growth springs from better recipes, not just from more cooking." 1 This key idea in economics is that raising ...

Over the past year, interest rates have continued to creep up putting the Fed between a rock and a hard place. How this shapes your investment portfolio is a key ...

Treasury rates have surged to their highest levels in recent years due to a combination of concerns around inflation, oil prices, the national debt, and the Fed. The 10-year Treasury ...

Market forces shaped by a Fed divided over interest rate policy, oil prices continuing to drive inflation fears and continuing consumer and business investment spending despite uncertainty

Clearly, 2025 has been marked by uncertainty caused, in large part, by constantly shifting policy announcements related to trade, taxes, and immigration. While this uncertainty has certainly been reflected in sagging ...