AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate. While it…
AI Content Authenticity: All of the following written content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note so when used. Hopefully the headline was…
Thursday morning as the drop off for the 16 year old at school occurred, the regular morning 2 hour research call dropped on the cell- Hmmmm After getting off the Wifi, an SOS was present on the Cell… our carrier…
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…
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,…
