After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.
A quick Tucson monsoon update for 2018
Looking at the history of 30-year mortgage rates, where they might be headed and how much it will cost homebuyers
Reviewing 2017 returns of asset classes, factors & bonds
A quick Tucson monsoon update for 2017
This post explores the composition of the investment-grade bond market in the U.S. by analyzing Bloomberg Barclays US Aggregate Bond Index or The AGG.
A quick Tucson monsoon update for 2016
101 ETF Investing Tips from the Experts
A quick Tucson monsoon update for 2015
Read this if you are in the market for a new iPhone