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Navigating Turbulent Waters

The alternatives asset class is one that typically doesn’t garner much attention and can be easy to overlook. The individual holdings themselves typically aren’t flashy, and, on balance, alternatives make up a smaller portion of your portfolio than U.S. stocks, international stocks or bonds. Despite this, its significance to your overall portfolio shouldn’t be ignored … Continue reading Navigating Turbulent Waters

Backdoor Roth IRAs

For middle to high income earners, there are IRS limitations on the tax benefits allowed for both Roth IRA and traditional IRA ownership. For an individual with a modified adjusted gross income (MAGI) exceeding $135,000 (single filers) and $199,000 (married joint filers), the ability to contribute to a Roth IRA is completely phased out. 1 To … Continue reading Backdoor Roth IRAs

Are We In A Trade War?

Towards the end of the first quarter, the U.S. slapped tariffs on imported steel, aluminum, solar panels and washing machines. At first it was on all countries. Then several countries were exempted. China was not exempt and responded by putting tariffs on wine and pork. Then, the U.S. announced further tariffs on a variety of … Continue reading Are We In A Trade War?

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