Insights

March 17, 2026

Are You Concerned About Volatility?

War and a subsequent spike in oil prices have many concerned about the stock market.

January 26, 2026

How We Think About Spending Money

Housel is back with another great book, and he’s leaning heavily on Charlie Munger (a wise choice).

November 17, 2025

2026 Retirement Contributions and Phaseouts are Here

2025 is ending, but it’s time to start thinking about planning for 2026.

November 11, 2025

OBBBA Notice #5 – Schedule A Adjustments for High Income Earners

Those in the 37% income tax bracket and itemizing deductions face more adjustments in 2026.

November 5, 2025

OBBBA Notice #4 – Tis (Almost) The Season, and The Gifting Grinch is Coming in 2026

Charitably minded taxpayers that itemized deductions may want to accelerate gifts in 2025.

October 27, 2025

Annual Inflation Hits 3% in September

Inflation data comes in lower than many economists expected yet still presents challenges.