Estate Planning in 2021 and Beyond
…2022 and beyond. Here to Guide You Wealth preservation can be a complex topic, especially when laws are in flux. Please stay in touch and reach out with any questions….
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Meet David H. Morgan, MSFS, CFF, RMA, CEP®
…or anyone,” David says, “my mantra is ‘to comfort, to strengthen, to guide’ – a philosophy espoused by the famous words of the late mister Dr. W. Frank Harrington.” With…
Are you going to outlive your retirement savings?
…and determine the level of luxury you are comfortable with. Have you saved enough? Although retiree confidence in having enough saved for a comfortable retirement is increasing, confidence is not…
Asset-based Protection / LTC
The past is now gone. Welcome to a whole new generation of financial instruments that break free from the traditional long-term care model of insurance. All of us must face…
The Shortest Distance Between You and Financial Peace of Mind
REAP’s Multidisciplinary Financial Approach Helps Guide Clients Into Greater Afluence. As seen in Fortune, Entrepreneur & Bloomberg Businessweek. For the full article: Click here → We at REAP, LLC. are…
Read moreOpinion: The hidden risk in your S&P 500 index fund
…to market data provider FactSet. American Airlines AAL, -3.69% has fallen 40%, United UAL, -4.68% 35% and Southwest LUV, -3.36% 18%. MGM Resorts MGM, -2.85% has lost a third of…
Read moreOpinion: This time-tested strategy takes investing risk head-on
Opinion: This time-tested strategy takes investing risk head-on From: marketwatch.com In 2015, a diversified investment portfolio didn’t really protect you from the market’s gut-wrenching volatility. There’s a good chance that…
Harvard Academics Reveal Blueprint For Avoiding Stock Crashes
…the peak of the bubble, and some of the portfolios we examine keep going up,” they wrote. “Nonetheless, investment strategies that condition on high past returns in combination with these…
Joseph Skalski
…utilization of income tax reduction techniques • Optimizing entity structures and interrelationships with respect to corporations, limited liability companies and partnerships, trusts, and available tax elections • Planning for estate…
Here’s what happened the last 10 times the stock market disintegrated into a bear market
…four macro indicators: recessions, commodity spikes, aggressive Fed tightening, and/or extreme valuations. The most common factor was a recession, unsurprisingly, which has coincided with a bear market eight times. This…
