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Federal Gifting & Estate Taxes
Federal Gifting & Estate Taxes

The Elephant in the Distance, we all know the expression that there are only two certainties in life, death and taxes……

FAANGs Gone Value
FAANGs Gone Value

That’s right, Russell reclassified Meta (formerly Facebook, the “F” in FAANG) and Netflix (the “N”) from growth to value….

Minestrone Soup and Bear Markets
Minestrone Soup and Bear Markets

The recent crescendo of noisy nonsense reminds us that it’s the right time to revisit the most crucial tenets of behavioral finance…

A Closer Look at Market Corrections
A Closer Look at Market Corrections

What Constitutes a Market Dip? You have likely read about various return thresholds with accompanying labels. A return of -5% from a previous high is …