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January 15, 2018
At the beginning of 2017, a common view among money managers and
analysts was that the financial markets would not repeat their
strong returns from 2016. Many cited the uncertain global economy,
political turmoil in the US, implementation of Brexit, conflicts in
the Middle East, North Korea’s weapons buildup, and other factors.
December 23, 2017
Any tax reform creates winners and losers. Most taxpayers will be
winners, and we will help ensure our clients win as much as
possible. Your action may be required before year-end 2017. you do
December 15, 2017
Cryptocurrencies were the domain of digital enthusiasts. It is
moving beyond this niche appeal as the sharp rise in the market
value of bitcoins over the past weeks and months have contributed
to intense media attention.
October 16, 2017
Sadly, most people don’t thoughtfully consider their taxes when
planning for retirement. Taxes are complex, but proper planning may
reliably add tens or even hundreds of thousands of dollars to your
family’s net worth over time.
September 27, 2017
We are excited to announce a significant improvement to our client
service experience. We have made a substantial investment to
upgrade several of our technology systems, including our client
September 14, 2017
Because of complexity and a catch 22 I’ll describe, most default to
another retirement rule gone awry – that you’ll be in a lower tax
bracket once you retire.
September 11, 2017
Given the Hurricane Irma experience, I thought it appropriate to inform you of True Wealth Design’s continuity plan...
September 11, 2017
You likely have read that hackers broke into the Equifax database
and stole personal information tied to 143 million people...
September 5, 2017
Appointments will be available again this year to our
Medicare-eligible clients at True Wealth Design
August 16, 2017
Uncertainty around what your health care costs will be in
retirement is a troubling concern for even the healthiest of
August 3, 2017
The most commonly held belief about how and when to file for Social
Security basically boils down to a ‘get it while you can’ strategy.
This tends to be short-sighted and suboptimal.
July 21, 2017
The video highlights recent market performance and what to expect
going forward.
July 11, 2017
Retirement rules don’t just apply to your finances; they also apply
to your expectations about your lifestyle. If you’re like most
people, then you probably envision your golden years as being
stress free and all about travel and leisure. Research, however,
suggests otherwise...
May 16, 2017
This rule of thumb emanated from research done in the mid 1990s and
is one I have the least issues when looked at in isolation.
However, application in today’s market environment and in light of
a retiree’s actual spending makes the rule of limited value.
April 14, 2017
I am all for simple and effective. However, this rule is overly simplistic and generally not effective.
April 13, 2017
The video highlights recent market performance and what to expect
going forward.
March 16, 2017
Retirement planning literature has several commonly referenced
rules of thumb. In my experience , I have found most rules of thumb
apply only by chance.
February 14, 2017
Cognitive impairment throughout retirement and into old age is not
a misfortune that strikes some but leaves others unscathed.
February 1, 2017
Tax preparation letters have been sent. See here for details
regarding the Form 1099 tax reporting schedule.
January 16, 2017
This time of year thoughts of escaping the cold for the warm
Florida sunshine may be going through your mind.
January 14, 2017
The video highlights recent market performance with related
comments to the True Wealth Design portfolio construction and
company updates.
January 8, 2017
Several core investment holdings are having substantial reductions in expenses in 2017, directly benefiting clients.
December 15, 2016
As we begin a new year, investors are likely to be bombarded with
predictions about what the year may hold for their portfolios. When
faced with information of this sort...
October 21, 2016
The video highlights recent market performance with related
comments to the True Wealth Design portfolio construction and
current positioning.
October 17, 2016
On the second Tuesday in November, Americans will head to the polls
to elect the next president of the United States. How will the
election will impact the stock market?
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