The Vacation Home Problem: Who Gets It, Who Pays for It, and Who Actually Wants It
Before a vacation home passes to the next generation, the estate plan needs to answer three questions: Who wants to own it? Who will pay for it? What happens when the owners disagree?
Market Flash: Wall Street’s Fee Machine
U.S. stocks finished last week with a familiar split. The S&P 500 gained 1.2% and the Nasdaq rose 1.7%, helped by renewed enthusiasm for semiconductors and artificial intelligence. The Dow slipped 0.5%.
Market Flash: Inflation and the World Cup Heat Up
U.S. stocks bounced Monday, with the S&P 500 up 1.2%, the Nasdaq up 2.1%, and the Dow up 0.6%, recovering from a rare losing week as AI-linked shares found buyers again. The S&P 500 and Nasdaq entered Tuesday on pace for their strongest quarter in six years, while the Dow was tracking toward its best […]
Why the Dollar, Gold, and Bitcoin Have Been So Volatile Lately
The U.S. dollar plays a central role in financial markets, the broader economy, and daily life. It is the main currency used to buy goods and services, and its value shifts based on things like interest rates, inflation, and trade policy. When the dollar is strong, it costs less to travel abroad or buy imported […]
Ask Tim: Sell the Business, Then Make the Cash Behave
This week, we are looking at two deceptively simple business owner questions: asset sale versus equity sale, and what to do when company cash has piled up faster than the accountant can say, “Let us model that first.”
Quick Answers: Will vs. Trust — Which Fits Your Situation?
The question appears simple, although the implications are anything but. Social Security is one of the few lifetime income sources retirees receive, and the age at which you begin benefits shapes both your monthly payments and your long-term financial trajectory. No single rule applies to every household. The correct choice emerges once longevity, income needs, […]
The Household CFO Problem: What Happens When One Spouse Knows Everything
A household financial plan should not depend on one person being alive to explain it. That is the problem too many families discover too late.
Quick Answers: Should You Take Social Security at 62, 67, or 70?
The question appears simple, although the implications are anything but. Social Security is one of the few lifetime income sources retirees receive, and the age at which you begin benefits shapes both your monthly payments and your long-term financial trajectory. No single rule applies to every household. The correct choice emerges once longevity, income needs, […]
Ask Tim: The True Cost of Being a Las Vegas Raiders Fan
Summer has arrived, which means the calendar is full of camp gear, baseball scores, sunscreen arguments, and at least three family chats with way too many exclamation marks. Somewhere between booking flights and chasing a wiffle ball into the hydrangeas, Washington decided families needed fresh financial puzzles. Some involve babies. Some involve trusts. All involve […]
Market Flash: Warsh Grabs the Wheel, AI Hits a Pothole, and Shinnecock Gets Loud
U.S. equities lost altitude Tuesday as selling centered on semiconductors, AI infrastructure names, and other growth stocks that had been carrying the market. The Nasdaq and S&P 500 fell to one-week lows as investors questioned whether debt-heavy AI spending can keep clearing a higher-rate hurdle.