Worth Considering

“Worth Considering” is an email communication that we send to keep you informed.

The Government’s New Interest In Your IRA

Its tax time again so today I want to briefly comment on two aspects of taxation. The first is about how a new rule, The SECURE Act, will put a highe

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The Tale Of Two G.O.A.T.s

There are so many potential topics to address these days but I found two particularly compelling.  Perhaps what made them interesting to me is th

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Christmas 2020

As I’ve done for many years around the Christmas Season, I am re-issuing the provocative message sent out by the folks at First Trust as well as off

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Thanksgiving 2020

We can admit it, can’t we?  That feeling thankful in 2020 takes a little more effort than usual? It’s been a tough year.  So how is it

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