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Thoughts from the Founder


Anti-Fragility and The Barbell Approach to Personal Finance Thumbnail

Anti-Fragility and The Barbell Approach to Personal Finance

This week's article is a little deeper and more philosophical than most of what I write. The source material comes from a book I recently finished titled Anti-Fragile: Things That Gain From Disorder by Nassim Nicholas Taleb. You may know his other work - Fooled by Randomness - more than this title. To say Mr. Taleb is well-read, philosophical, and a renaissance man would be an understatement.

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A Simple Tax Avoidance Strategy for Parents Thumbnail

A Simple Tax Avoidance Strategy for Parents

Taxes are a four letter word for most people. In my service as a financial professional, income taxes - or of any kind for that matter - are one of the more detested line items in Client budgets. Of course, few people "like" paying taxes. Therefore, in keeping with Judge Learned Hand's famous quote, "Anyone may arrange his affairs so that his taxes shall be as low as possible", here is a simple strategy any parent can consider.

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2018 Income Tax After Action Report Thumbnail

2018 Income Tax After Action Report

Now that the filing deadline for 2018 Income Taxes is behind us, I wanted to provide some lessons learned since this was the first iteration of tax returns following the passing of the Tax Cuts and Jobs Act of 2017.

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The Beauty of the Inherited IRA Thumbnail

The Beauty of the Inherited IRA

With defined benefit pensions nearly gone from the landscape in the United States, tax-preferenced Retirement Accounts have become the backbone of most people's retirement plan. Among those is the Individual Retirement Account (IRA). Because of their near ubiquity, it is not uncommon for heirs to inherit an IRA from a loved one. How the inheritor handles an inherited IRA is laden with financial planning opportunities.

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My Version of a Lottery Ticket Thumbnail

My Version of a Lottery Ticket

Much is written about the lottery, particularly when the jackpot reaches a record - typically near the $1 Billion mark. Sadly, many people continually play the lottery in the hopes of being "the one". It turns out, there is a much more reliable path to riches that pretty much only requires patience.

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