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Tax-Deductible Interest

What Is a Real Estate Investment Trust (REIT) and Why Would I Want to Own One?

Digital Assets:

What Are They and Why All This Attention?

Digital assets are here to stay and the magnitude of their growth is hard to determine. Defining digital assets is highly complex and it is difficult to evaluate the future impact of our financial markets and our environmental energy sources (via data mining). However, let's just start with a primer introducing some "digital asset" terms and a few frequently asked questions.

Estate planning can be an uncomfortable subject that many people prefer not to discuss because it involves answering questions that some may find difficult to answer. Such questions can include:

• What happens to your assets if your spouse remarries after you die?
• Do you trust your children to be responsible with their inheritance?
• Is there a family member you want to cut out entirely?

2021 Tax Filing: Due Dates & Reminders

As geopolitical events, inflation concerns, possible interest rate hikes, and other factors are impacting financial markets, it is essential to understand what to do – and what not to do – to help stay focused on long-term investment objectives.

Since the Discovery of Gold More Than 5,000 Years Ago, Civilizations Have Used It for Trade and Treasure

Know What’s Negotiable in a Job Offer to Ask for What You Want

Impact Investing

Investors are aligning their money with their values.

New Tax Proposals - Good News for Most Taxpayers - Not Much is Scheduled to Change

November 2021 Update

President Biden’s new tax proposals to the Build Back Better Act are expected to go to the floor of the House of Representatives for a vote in November. After that, the bill will go to the Senate where a lot of hard bargaining is anticipated.