Author: Paul

Lawmakers killed this tax strategy for the wealthy. Here’s a workaround Greg Iacurci, CNBC, 02.03.2020 Estate attorneys are hard atContinue Reading

Changing your portfolio based on this election may be a mistake as the Fed could matter more Jeff Cox, CNBC,Continue Reading

Social Security’s Funding Crisis Has Arrived Gary Shilling, Advisor Perspectives, 07.14.20 If you’re part of the Gen-X generation don’t lookContinue Reading

Biden’s Legislative Agenda Is Still Limited. What’s Likely to Pass—and What Isn’t Evie Llu, Barron’s, 01.12.2021 Barron’s take on Biden’sContinue Reading

Op-ed: Here are year-end planning tips for employees getting equity compensation Daniel Zajac, CNBC, 10.19.2020 Given the extreme stock marketContinue Reading