Our Thoughts
Reducing RMD Taxes with Charitable Giving
For individuals who have saved a significant amount in their tax-deferred retirement accounts, required minimum distributions (RMDs) starting at age 72 can be a very unwelcome event. Without planning ahead for the taxes or implementing a Roth conversion strategy,...
Planning for Conversions
As a financial planner, I see a wide range of scenarios in the plans that we do for people. One day, we may be developing a plan for someone in their mid-30’s, in their wealth development phase, and needs to chart a course of prudent long-term saving and investing....
Stop, this is no Game
The challenge I have with the GameStop action is not the inefficiency of markets or the lopsided short positions, which fueled the upside. My challenge is not with the Reddit threads or Robin Hood traders. Nope, the biggest problem I have with the GameStop type...
Recent Media
CNBC – FedEx & Industry SubGroups
Quint discusses a Barclays upgrade of FedEx along with other groups in the market that look...
CNBC – Home Depot & Lowes
Quint sits down with CNBC to discuss two retail stocks breaking out to all-time...
Forbes – Semiconductor Shortage
Quint discusses the worldwide chip shortage with Forbes HERE
Newsletter
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