Recently Visual Capitalist pushed an App our way which was happily downloaded…more charts, early releases and more data too… The app garnered a neat chart of Age and longevity in certain populations…. Darn if we could get the app to…
Just a reminder, there are still mostly no 1099 miscellaneous forms yet. As expected near the end of the month, we think we’ll get our first major round of forms. Be sure to include both account statements for each account…
Yesterday (2-13-24) attendance of an ALL DAY conference was on the schedule…. You could ask the gang at the office, after committing …the literal flood of email invites for coffees, lunches, dinners and chats was a bit overwhelming and took…
About a decade ago a local family experienced a scam that involved a fake kidnapping and also included a fake local court call at the same time demanding an appearance in order to get the two parties off balance. After…
After our mid-week reminder post about tax forms and contributions that can help last year (2023) taxes …. a note from the field was a super reminder on where to find electronic tax forms… Your Electronic Vault will have all…
Just a quick reminder that just because the calendar has turned… tax deductions are not all lost… SEP IRA and Roth are Still Available SEP’s aka Simplified Employee Pensions are basically beefed up iRA’s that offset 1099 income… go for…
The second Saturday night of January 2024, a seemingly harmless night turned into another Emergency fund reminder… Valet not being a favorite and this long time Mexican food family favorite with a tiny Valet lot, led to the usual and…
December 2023 Video Podcast Review -By John A. Kvale CFA, CFP
Just after the turn of the calendar, we listened to Jeffrey Gundlach of DoubleLIne … a mostly bond shop owner, give his review of 2023 and expectations for 2024….the following slide was plucked from his 87 slide deck…. As a reminder,…
Regular followers likely already know our fondness of Visual Capitalist… Newbies, we like Graphic analysis as it is easier to digest quickly in today’s fast paced world… Visual Capitalist is one our favorite sources as they have tons of different…
