Insights

Here are some things we have been thinking about lately:

What is the Market?

Have you ever overheard a conversation about the “market” going up or down a certain number of points? I often

Time Bombs and Other Thoughts

The HBO documentary: Time Bomb Y2K premiered on December 30th, 2023, recounting the mass hysteria that swept across the World

Retirement Planning Without the Fear Factor

When it comes to retirement planning, much of the advice you will encounter has two big flaws: Fear is a

Tax Reduction or Tax Evasion?

Looking for a way to eliminate ordinary income and/or capital gain taxes on the sale of property? The IRS is

Trickle Down Effect of Higher Interest Rates

Starting in February of 2022, the Federal Reserve began increasing the Federal Funds Rate to bring inflation under control. Through

60/40 Portfolio Nears the Three-Quarter Century Mark

The 60/40 portfolio, consisting of 60% equities and 40% bonds/ fixed income, may be the most common financial recommendation individual

The Details Matter – SECURE Act 2.0

SECURE 2.0 Act of 2022, signed into law on December 29, 2022, is designed to substantially improve retirement savings options.

The IRS May Consider You A Small Business

Taxpayers are required by law to accurately report ALL income in the form of money, property, or services, whether or

Preventing Fraud Can Save You from Financial Disaster

There are a lot of people out there who think they have just as much of a right to your

"Shaping Futures, Securing Legacies."

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Metairie, LA 70002

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