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Wednesday, December 20, 2023

Major tax law will sunset in at the end of 2025. Serious tax planning starts now. Accountants. attorneys, and financial advisers are already filling their calendars to optimally position clients for the transition. Read on to find out why.

Wednesday, September 15, 2021

When your employer sent you home to work, did you take comfort that the mandate included the entire herd of co-workers and supervisors? That you weren’t the lone guinea pig? For countless businesses, #WFH is the new normal,...

Monday, August 30, 2021

Every entity establishes rules—companies, clubs, governments, schools, and households. Without them chaos ensues. You run or co-run your household. You know what you stand for and why. Your identity is secure in something eternal...

Thursday, August 26, 2021

Flexibility is a tenet of homeschooling. Has flexibility been relevant to your work situation lately? Has your public school been as flexible as you wish it would have been? Never mind the pandemic for a moment. Rainy day? Work ahead...

Monday, August 23, 2021

His formative years knowing only the humid warmth of Guatemala, he dons bulky winter garb to shield him from his first Idaho winter. Snow clumping in his hair, he giggles as if this new world were an exciting new adventure. It is. We...

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Wednesday, August 18, 2021

If asked what social skills I learned in school that helped me as an adult, I’d be hard-pressed to come up with much. It was the extra-curricular experiences that elevated leadership, teamwork, and mutual respect. Classrooms and...

Monday, August 16, 2021

How was your child’s 2020 education? In-flight or grounded? If stuck on the ground, what specific factors played into that? Rollercoaster schedules? Confusing technology dump? Educators just as clumsy with all the new tech?...

Monday, August 9, 2021

Remember the original Star Trek series where the interplay between Bones, Spock and Captain Kirk more than made up for the low budget effects? In the episode, “The Devil in the Dark,” Bones protests Kirk’s order to...

Friday, August 6, 2021

This is a series of stories and commentary intended to start healthy conversations for parents to strongly consider homeschooling. My premise is that a one-size-fits-all education is, at best, suboptimal, and has proven worse in...

Monday, April 26, 2021

Multiple unforgiving players influence your retirement and estate plans (collectively your “endgame”). They include the IRS, the Social Security Administration, and the Center for Medicare and Medicaid Services. Several of...

Wednesday, March 24, 2021

March 23,2020 was the bottom of the Coronavirus Crash. Near that time I created a video reviewing one of our tactical strategies showing why we include them in portfolios. Today's video revisits that same strategy a year later....

Monday, March 8, 2021

Right now is a President Biden-declared Special Enrollment Period for Qualified Health Plans. In Idaho, which has its own marketplace—yourhealthidaho.org—rather than the federal healthcare.gov—that SEP is the month of...

Tuesday, December 8, 2020

I don't know about you, but I feel like Noise as News (NAN) is the new normal. Especially, Predictions as News (PAN). Pandemic PAN (PANPAN) lost its viral luster to the election din [a real word, not a three-letter acronym (TLA)]. Yet...

Friday, March 20, 2020

Volatility, especially with sharp, steep drops, drives investors crazy. Panic breeds more panic. Are double-digit drops inside of a month ever to be expected outside of panicked markets?

Tuesday, September 17, 2019

Bull BearThis proprietary gauge of current market conditions attempts to quantify both the technical health of the market and strategist opinion into one indexed value on a weekly basis. In essence, are we in a “Bullish” mode and...

Tuesday, November 14, 2017

Late fall is the rut for bighorn sheep. These majestic bovines direct every ounce of their being into their headlong battle for superiority, conquest, and position - with a clear winner and loser. Fortunately, humans don't advance...

Tuesday, September 26, 2017

Feel like a number? I do, especially after learning that I am one of the 143 million (about half of all adult Americans) who was digitally violated. Chances are that your digits are in the wrong hands now, too! Numerically, the Equifax...