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Don't Feed The Bear: Our Blog

Attitude of Gratitude Thumbnail

Attitude of Gratitude

As I sit here today at our office, there is one feeling that is far and above all of the others that I have experienced since that November afternoon in 2017. It is the feeling of GRATITUDE.

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Did the "Market" Just Hit An All-Time High? Thumbnail

Did the "Market" Just Hit An All-Time High?

The U.S. stock market isn’t the only game in the world. U.S. stocks now represent only 40 (or so)% of the total market capitalization worldwide. Consequently, when the news says “Markets have hit all-time highs”-- they are really only talking about less than half of the market.

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Gifting and State Estate Tax Limits Thumbnail

Gifting and State Estate Tax Limits

The discussion around whether someone is subject to estate tax should not be limited to just federal limits. There can be some cases where states have their own limits, and you should spend some time understanding what these are if you (or you loved ones) are subject to them.

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