September 17, 2021

New Tax Law Proposed Will Kill IRA Conversions and Investments in Private Placements

New Tax Law Proposed Will Kill IRA Conversions and Investments in Private Placements Introduction The new tax law presented by Democrats seeks to reform retirement plan rules.  It also seeks close “loopholes” commonly used by wealthy individuals. Finally, it limits private equity investments by IRAs, including business start-up funding.  The […]
September 14, 2021

Biden Tax Law Proposal Targets High Income Individuals, S-Corps and Trusts

Biden Tax law proposal Targets High Income Individuals, S-Corps and Trusts Introduction The new Biden tax law is on deck and in the books. Democrats released the tax proposal on September 13. After months of anticipation, the final product does not match expectations. The proposed measures may impact you in […]
September 3, 2021

August Returns – The Best and Worse Performing Assets

August Returns – The Best and Worse Performing Assets Introduction August returns proved to be exciting in both financial and commodity markets.  Corporate equities and high-yield debt both proved to be solid performers .  This was evident in the US, developed markets (DM) and emerging markets (EM).  The month also […]
September 2, 2021

The Sustainability of Social Security

The Sustainability of Social Security The Social Security Administration (SSA) just issued its annual report and projects a fiscal cliff in 2034. Let’s discuss what’s happening, what’s being done about it and how you might be affected. The Sustainability of Social Security full post(670 words, 3 images, estimated 2:41 mins […]