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Image for Big Tech’s AI Spending Faces Reality Check

Jul 7, 2025

Big Tech’s AI Spending Faces Reality Check

Apple, Microsoft, Amazon, Google, Meta, Nvidia, and Tesla are collectively investing hundreds of billions into AI infrastructure. JPMorgan's Michael Cembalest doesn't mince words—he calls it "the stock market bet of the century."

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Jun 30, 2025

Wealth Transfer Strategies

Invariably, the end goal is to lower the overall value of your estate to limit your estate tax liability. There are several ways to reduce your taxable estate. You can donate to charities, give a gift to family members, or use specific trusts.

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Jun 23, 2025

How the Fed Determines the Federal Funds Rate?

The Fed does not give a specific rate that is the ideal baseline. Instead, it is all relative. It decides to adjust this rate up or down depending on what is happening in the economy, with priority often given to keeping inflation in check.

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Jun 9, 2025

Considering an Annuity? Read this First

The annuity marketplace has evolved, and many modern annuities now offer reduced fees and greater transparency. Before purchasing, make sure you fully understand the costs involved.

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Jun 4, 2025

Are you ready to take Social Security?

Your decision is permanent, so please consult a financial advisor. Every person’s situation and circumstances are different, so understanding your options is important.

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May 26, 2025

Estate Planning Doesn’t Have to Be Scary – Here’s Where to Begin

For some, this is an easy answer. Maybe it’s a spouse, kids, or parents. For others, it may be extended family members, close friends, or charitable organizations. You’re not limited to just one beneficiary. You can choose multiple people and non-profit organizations to receive portions of your estate.

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May 19, 2025

Rent, Relax, and Write Off: Tax Tips for Renting Your Second Home

With additional income comes additional taxation. While some people accept this at face value, in reality, some simple considerations can lead to additional tax deductions associated with renting your second home.

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May 12, 2025

Lessons from Warren Buffett’s Legendary Career

Rather than chasing hot trends or speculative investments, Buffett sticks with companies whose products, economics, and competitive landscapes are clear to him.

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May 5, 2025

Changing Jobs? Don’t Forget About Your 401k

Each company’s plan will differ from others. It’s important to talk with a financial advisor to help advise what the best option is, how much to contribute, and what investments you should use.

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Apr 28, 2025

Interesting Times in the Housing Market

As with most economic issues, there are many moving parts that will determine the ultimate outcome—what will final tariffs look like? What happens with interest rates? Does the economy go into a recession (as more and more forecasts imply)?

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Apr 23, 2025

Paper Piled Up: Toss or Keep?

Are your files bulging with important tax documents, monthly statements, and paid bills? Before you become overwhelmed by the urge to pull and dump, review the guidelines regarding how long to maintain your important records.

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Apr 21, 2025

ICYMI: New Real Estate Commissions

One of the most notable changes stated that sellers are no longer required to pay the buyer’s agent commission. While this change was meant to benefit sellers and buyers alike by lowering commissions, it doesn’t exactly benefit first-time home buyers.

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