Reviewing strategies to preserve some of the investment fees deduction under the new tax law
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
2017 Review: Economy Edition
The economy finished 2017 on solid footing, tax reform to add more “oomph”
2017 Review: International Edition
Emerging and Frontier Markets led to the upside in 2017, except Russian & Venezuela that is
Tax Reform Summary
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.
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