Wealth Analytics

How to Earn Tax-free Rental Income From your Home and Vacation Home

How did one of golf’s biggest events create a unique tax break allowing you to rent your home tax-free? Every…

4 years ago

Thinking of Downsizing? What Proposition 19 Means To You.

Proposition 19 recently passed in California, the results of which could mean property tax breaks for those over 55 in…

4 years ago

Are You Nervous About The Elections And The Stock Market?

The stage is set…it is Trump/Pence vs Biden/Harris.  And just in case 2020 has not been eventful enough, let's add…

5 years ago

Be Your Own Advocate, Ask Questions Of Your Financial Advisor

I am a first-time parent to a now 9-month-old daughter. It has been an incredible experience, and for the first…

5 years ago

Has the Easy Money Been Made? The Challenges of Predicting the Stock Market

“The easy money has been made.” If you follow CNBC, Barron’s, or other major financial news outlets, you may have…

5 years ago

The SECURE Act: What It Means

The "Setting Every Community Up for Retirement Enhancement" (SECURE) Act passed the U.S. House of Representatives last May, passed the…

5 years ago

Live Happy and FIRE

Retirement is changing.  There is a shift taking place on how we retire and who can help us get there. …

6 years ago

Staying the Course

Staying the Course Investors tend to see short-term volatility as the enemy.  Volatility may lead many investors to move money…

6 years ago

Market Volatility Happens

The last two months have brought continued market volatility to both stocks and bonds. It can be hard to stomach…

6 years ago

Pullbacks, Corrections, and Bear Markets – What’s the Difference?

Over the weekend, a relative asked, “Are we in a bear market?”  I answered his question with, “What do you…

7 years ago