Laddering Life Insurance to Reduce Costs
A Brief History of Life Insurance Life insurance is a powerful tool in wealth management with a long history dating ...
Fixed Income Investing in a Rising Rate Environment
Expected future returns for the prototypical equity/fixed income portfolio have been coming down for the last few years as valuations ...
The Child Tax Credit: 2021 Updates
The Child Tax Credit has existed in many forms over the last 20 years, but the changes implemented by the ...
2021 1st Quarter Commentary: “Modern is the Setting, Not the Theory”
In this letter: A discussion of Modern Monetary Theory. While interest rates are back up, the rebound in risk-assets continues ...