On December 22, 2017 President Trump singed “Tax Cuts and Jobs Act of 2017” overhauling the nation’s tax code. Here are some highlights that will impact many of you.
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
2017 Review: Sectors & Stocks
Reviewing top performing sectors and stocks – homebuilders and various flavors of tech companies had a great year
2017 Review: Asset Classes & Bonds
Reviewing 2017 returns of asset classes, factors & bonds
2017 Review: Significant Events
Reviewing major stories of 2017 and how they affected the markets
Tax Reform & Federal Revenue Sources
The tax bill is almost official – here is a look where Federal receipts come from and how those sources would be impacted by the new legislation
Tucson Monsoon – 2017 Update
A quick Tucson monsoon update for 2017
Stock Market Sectors – Looking Under the Hood
Analyzing stock market sector composition, how big each one is and what’s actually in them
Equifax Security Breach: What to do
Our recommendations for the steps you can take to help protect your information after the Equifax breach
Bond Market Overview: Corporates
A look at the U.S. Corporate Bond universe, both Investment Grade (IG) and High Yield (HY) parts of the market
2017 Mid-Year Review
Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas