A listener asked:“How often should I review or rebalance my portfolio in this kind of market?” It’s a fair question, especially after the rollercoaster markets of the past year. Between […]
“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one. With inflation cooling from the highs of 2022, many people […]
“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]
“We’re considering setting up an irrevocable trust now that the estate tax exemption is supposed to sunset in 2026. If we do it this year, do we lock in the […]
“We created our financial plan assuming inflation would cool down. Should we rethink our numbers if it doesn’t?” Where We Stand Now While recent inflation numbers show that inflation has […]
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