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Tax Reform And Us

As if December wasn’t already one of the busiest times of the year.  In between planning menus, shopping for presents, getting groceries, lighting candles, coordinating travel arrangements, and taking care of the regular year-end checklist of charitable gifting and tax-loss harvesting, we had to add to our list a call to our accountant for help … Continue reading Tax Reform And Us

Beyond Bitcoin – A Look at the Cryptoasset Craze

The roller coaster for cryptoassets (digital assets that use cryptography for security) hit a euphoric point in late 2017. Since we published “Time to Bet on Bitcoin?” in October, bitcoin, the largest cryptoasset, has appreciated from around $4,000 to almost $15,000. Despite this move, bitcoin’s prominence among cryptoassets has shrunk: bitcoin was 80% of total … Continue reading Beyond Bitcoin – A Look at the Cryptoasset Craze

Home Prices

My first job was as a real estate appraiser for Crocker Bank. I visited hundreds of homes and commercial properties over the course of two years and learned some things about cyclicality and the quality of demand. Real estate, especially residential real estate, is a very important part of the economy. Over 60 million homeowners … Continue reading Home Prices

Designating The Living Trust As IRA Beneficiary

The majority of the time, an IRA owner will list individual(s) as their intended beneficiaries on the IRA beneficiary designation form. Aside from being the most common option, there is good reason for the IRA owner to elect this method a good portion of the time. By choosing the IRA beneficiary outright, the IRA  owner provides the beneficiaries with the option of tax-deferred growth in the form of “stretch” … Continue reading Designating The Living Trust As IRA Beneficiary

Growth in Value

Over the last year or two, much of the narrative around U.S. stocks has focused on FAANG (Facebook, Apple, Amazon, Netflix, Google), along with a select few other high growth companies like Alibaba and Tesla.  These high growth stocks have been in vogue mainly because of their recent high earnings growth and strong stock price … Continue reading Growth in Value

“The Merry Minuet”

The cold war era song by the Kingston Trio “The Merry Minuet”1 was first performed in San Francisco at the hungry i nightclub almost 60 years ago. It started like this: “…There’s hurricanes in Florida…” and it ended with thoughts about the atomic bomb. “…What nature doesn’t do to us will be done by our … Continue reading “The Merry Minuet”