May I introduce you to “Sensible Taxation and Equity Promotion”…aka For the 99.5% Act. You may want to know who is promoting this for our benefit – Senators Chris Van Hollen (D-MD), Cory Booker (D-NJ), Bernie Sanders (VT), Sheldon Whitehouse (D-RI), and Elizabeth Warren (D-MA) – co-introduced this March 29th. […]
An Action Plan for Long Term Care – this is an excellent resources for us all. Christine Benz of Morningstar.com is obsessed with Long Term Care and this article has many links and you may find them helpful as well. I follow Christine because she really delivers the facts and thinking […]
When I was a little boy of 18 years old I had a experience for the summer as a solar power salesperson. What that meant was to go out to homes all over the smoking hot san Fernando Valley and ask people if they knew about how solar power could […]
I had a fascinating experience in a Rotary meeting this past week. The presenter was from the Idaho National Laboratory (INL) which is the only such lab in the USA. He showed us the future of nuclear power which was designed to be super safe and clean; how it works […]
The question we are posing is as follows: Is it possible that the announcement of the FDA-approved vaccines and the talk of additional financial stimulus helped claw some of 2021’s potential gains back into 2020? When you factor in the slow launch of the vaccines, it is worth a thought. […]
Strange news from the new administration. Johnson & Johnson announces an emergency application for a single shot Vaccine and this would be a big deal in the middle of a deadly pandemic. The FDA said, sure lets do a hearing three weeks from now. Really they have so many things […]
Remember 2020…things still act the same no matter what year. Buy things out of favor. Trust the past and don’t be too quick to change and chase the trend. Work harder at the short end of the income curve. Saving and accumulating is one thing – spending and decumulating are […]
Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed? The good news: It can be easier than you might think to increase your overall effectiveness […]
As 2020 closes a new adventure begins with our main office moving. The decision was driven by many factors. A critical one was a opportunity to affiliate with some exciting partners in a new city – Boise, Idaho. This is an exciting growing city because of the moderate weather and […]
It is important to note that as the fourth quarter gets underway there is the potential for tax-loss selling in parts of the markets like International and Small Cap and Closed end funds later in November and December. Tax-loss selling is when investors sell securities to realize losses for tax […]
