Opportunity Zones: Beyond the Hype

This piece was originally published on WealthManagement.com.

Opportunity Zones are the subject of endless speculation and conference fodder, especially in commercial real estate investment circles. As most know, these zones allow investors to defer and reduce taxes on any gains […] Continue Reading…

What The New SECURE Act Means For Your IRA

How can you argue with an act of Congress named “Setting Every Community Up for Retirement Enhancement” (SECURE)? Who wouldn’t want an enhanced retirement?

The SECURE act, which recently passed the House of Representatives with a vote of 417-3, is now being […] Continue Reading…

Give Your Smartphone a Frontal Lobotomy

It’s Monday, and I want you to answer a question for me honestly: Did you check your work emails last night? Don’t look down at your shoes. You know you did it. Sunday night has become the new Monday […] Continue Reading…

The 2018 Tax Filing Numbers Are In, and Most People Won’t Be Happy

Well, the IRS numbers are in from the 2018 tax-filing year. It’s the first under President Trump’s tax reforms, and the results won’t make anyone particularly happy.

It’s not that most Americans are paying more in taxes. In fact, most […] Continue Reading…

The Student Debt Slowdown: An Overhang of $1.4 Trillion

I was never the biggest fan of John Maynard Keynes. While he was a brilliant economist — and a sometimes solid investor — he was a disaster with policies. His ideas have given generations of politicians from both parties […] Continue Reading…