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Financial Planning For High-Income Earners
Reduce Taxes • Invest Smarter

Why Vegas Would Always Beat a Market Timer

Strategic and tactical asset allocation are two of the most well-known investment strategies. Strategic asset allocation is a portfolio strategy where target allocations for various asset classes are set and rebalanced periodically. Tactical asset allocation is a...

Can the S&P 500 Predict the End of a Recession?

Is it possible that the S&P 500 can predict the end of a recession? Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan, recently presented a chart showing the remarkable consistency of equities bottoming before traditional recession...

Treating the Symptom vs the Cause – The Student Loan Crisis

We’ve become a nation that treats symptoms versus the cause. Sometimes it’s necessary, but it feels like it’s become the default. Look no further than student loans. The student loan payments pause was extended again – potentially setting up a scenario for President...

Missing the Best Days in the Market

It’s the night of February 23rd and Russia is on the verge of invading Ukraine. The closing bell just rang, and every news source is talking about the pending invasion. CNBC just announced that the S&P 500 is down for the fourth consecutive day. Headlines like...

Trust Planning

Trusts are commonly used in estate planning and come in different flavors. The most common trusts are revocable and irrevocable – as well as whether the legal agreement is a living or testamentary trust. Understanding these concepts pay a key role in your estate plan....

Proposed Tax Legislation

The House Ways and Means Committee just released a draft of the Democrat’s highly anticipated tax legislation. While we’ll likely see changes to this version of the bill, I want to provide information on some of the most impactful changes – as we understand them...

10 Years of Contributions Could Fund Your Entire Retirement

“Contribute at least x% of your income” has been a widely adopted retirement savings rule of thumb. This strategy has provided tens of millions of retirees with a fruitful retirement. So why fix a method that isn’t broken? According to a Gallup poll, the average...