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Feb

12

2019
Man holding head in despair.

Tax Scams & Schemes

The “dirty dozen” favored by criminals & cheats. Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the Internal Revenue Service (I.R.S.). These cons occur year-round, not just during tax season. In response to their frequency, the I.R.S. has listed the 12 biggest offenses – scams that you should...

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Jun

23

2017
Financial Planning: As Easy as Riding a Bike

Financial Planning: As Easy as Riding a Bike

With the end of school, our family has had much more time to spend outside.  My daughter in particular has had time to work on her bike riding skills.  Helping her through this process, it strikes me that it is similar to financial planning for many people. I told my daughter it was time for her to ride without training wheels. Her excitement showed in...

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May

26

2017
Using the Fear Gauge

Using the Fear Gauge

What if there was a way to measure expectations of variance in the market? What if we could measure how investors attitudes are based on current market conditions?  It would be pretty handy if we had a way to determine what the “temperament” of the market is.  While we don’t have the ability to survey all investor’s feelings, we can use a proxy based on the...

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