In recent months, news that early PayPal investor Peter Thiel’s Roth IRA was worth $5 billion caught the attention of people everywhere, particularly those on Capitol Hill. Many have reacted with outrage, because the original Roth account of $2,000 grew to $5 billion and that account will never be taxed. To my knowledge, Mr. Thiel’s […]
Inflation: The U.S. Recovery Heats Up
For the past few decades, the Federal Reserve has succeeded in keeping inflation low—perhaps too low. It had an assist: Shifts in the global economy, including globalization, demographics and the rise of e-commerce, helped keep prices in check. ~ WSJ · Gwynn Guilford · July 12, 2021 Price levels are increasing – home prices, car […]
Fantastic Tax-Free Incomes and Where to Find Them
As part of retirement planning and cash-flow analysis, income sources and tax management are key components to a successful plan. While it may be hard to keep taxes low during your working years, retirees can enjoy certain “tax-free” income within the tax code (not loopholes). In this newsletter, we will be looking at some popular […]
Retiring LIBOR and the Quest for a Replacement Rate
Since 1986, the London Interbank Offered Rate (LIBOR) has functioned as the global benchmark for adjustable-rate loans. Lenders set or reset rates on loans periodically according to the LIBOR rates. The rates are based on what banks forecast they would charge another bank to lend funds. Eighteen international banks submit rates each day and after […]
The Dynamic Financial Landscape: Is Your Financial Advisor Adapting to the Changing World?
While I was doing research for this quarter’s newsletter, an IRS statistic on tax-filing composition caught my eye and prompted me to start over. Indeed, as I went deeper, it became clear to me that the financial industry is ever-changing, because the environment in which it lives never stops evolving. Therefore, financial professionals must learn […]
Leadership Change: Is it Time for a Value Comeback?
In spite of the drastic economic shocks caused by the Coronavirus during 2020, the market managed to regain its footing in a few short months. Some dominant market trends are worth a discussion here. Optimistic Expectations Drive Valuations Euphoria for Bitcoin, Wall-Street “unicorns” like Snowflake, Zoom Video, and a host of other companies is reminiscent […]
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