Blog

Planning Needs of Single Parents

Jack looks at the big upswing in US stocks during January and February along with interest rates around the globe.

The 2018 tax year saw major tax changes enacted, including the restriction and/or elimination of some itemized deductions.  This article discusses the donor-advised fund and how it can be used to continue receiving tax deductions for charitable gifts.

Should I Buy An Investment Property?

Jack discusses the big swings in the markets and how almost all assets lost value in 2018.

A Holiday Classic; Finance Version

Jack reviews the current market environment and what the recent increase in volatility could mean for investors

“Investing” is often confused with “speculating”. This article explains the key difference and how understanding the distinction can lead to better investment decisions.

Jack reviews the current market environment and the investment competition being created by higher bond yields.

Jack reviews the current market environment and highlights some global issues to keep an eye on.