October 12, 2024
For the first half of 2024, large cap growth stocks in the U.S. returned over +23%, the best performing asset class by far.
October 5, 2024
I Thought The 60/40 Portfolio Was Dead??
At least that’s what the financial media was saying in 2022 when the 60/40 was having its worst year in past 50 years, returning -17.8%.
September 21, 2024
Business owners are using Cash Balance Plans to significantly reduce income taxes and supercharge retirement savings.
September 7, 2024
The IRS released Revenue Procedure 2024-25 to provide the inflation-adjusted limits for health savings accounts (HSAs) and high deductible health plans (HDHPs) for 2025.
August 31, 2024
How about a 6.40% yield* for a AA rated school district? Sounds interesting, right? If you are a small business owner in California, looking for passive income, and tired of being gouged by taxes, consider California Municipal Bonds
August 24, 2024
Remember when I-bonds were all the rage?? If you purchased I-bonds in August of 2022 when a popular investing website article declared "Run, Don't Walk, for I-Bonds," your investment would be yielding 2.96% right now.