“Everyone has a plan until they get punched in the mouth.” A big part of a financial advisor’s job is to help clients develop a well-thought-out and comprehensive financial, investment, and retirement plan. Yet no matter how thorough and detailed a client’s plan is, what good does it do them if they abandon the plan …
Monthly Archives: April 2019
“Streaming is Streaming”
It is getting more expensive to Netflix and chill. In November, 2010, the streaming video leader introduced its “standard” service plan with a $7.99/month price point. Fast forward to January of this year, and that same standard plan now costs 63% more, or $12.99/month. Not surprisingly, Netflix’s revenue, and stock price, demonstrated a close correlation with these price …
“Stunned at Your Refund?”
Filed your taxes yet? Disconcerted by the results of your return if you have? With the 2018 tax filing season currently in full swing, many of you non- procrastinators who have completed your 2018 returns have been flat-out surprised. The new Tax Cuts and Jobs Act (TCJA) the most sweeping update to the U.S. tax code in more than 30 years, looks, …