The third quarter was a productive step in the right direction.   Tariffs, at least for now, have had little effect on inflation and...

For the first time in three years, a major economic tailwind is poised to emerge—potentially as early as September—and it’s coming from a...

The long-anticipated negotiations surrounding the "Big Three" tariffs have concluded—at least for now.   As we move into the aftermath of...

Hello Friends,     My CPA sent me the official guidebook for key tax provisions that will change due to the One Big Beautiful Bill Act.  ...

Dear Friends   Sorry for the second email.   There has been a rush of scam attacks on cellphones claiming you owe money to a DMV for an...

Happy Summer   Every June, I look forward to beach time on Sullivans Island. It's the best!   Charleston has several beaches, but there...

To help with goals and safety in mind,   we have listed several ideas to help manage your retirement that have nothing to do with the...

Over Christmas, my wife, Rachel, took a new Job at Marcus and Millichap, a global Commercial real estate firm in downtown Charleston.  ...

Many may or may not know, but I have a life, long-term care, and annuity license.   I have had one since 2004, and it's not a highly...

1966,President Lydon Johnson retaliated in a protectionist move against German pickup trucks entering the United States. This retaliation...

In 2012,   Disney produced an unimaginative and silly movie named after Donkey Kong, a video game in which the protagonist, a grotesque,...

Dear Friends.   Our outgoing president, Joe Biden, passed a very beneficial bill for millions of Americans.   The Social Security...

The new administration is thirty days old, and I can't figure out what Trump administration wants to do while in office. The executive...

Dear Friends   Please be aware that 2024 will produce two sets of tax documents.   One is from Charles Schwab and/or Fidelity, and one is...

My number one comment for 2024 isn't stocks: it's the deficit! Most Americans could overlook a number that doesn't affect daily bills or...

I hope you are all looking forward to some holiday family time.   After the conference in November in Nashville, TN, I worked with...

Dear friends. It is irrelevant who I wanted to win because neither candidate had any substantive economic policy. But something needs to...

I can't believe it's been six whole months since April 24th.   Thank you for supporting this incredible adventure.   I have a lengthy...

Dear all,   Inevitably, it is that time again. November 5th looms over us.   We endure division and heated debate over the Presidential...

Good Day to everyone.   Please pray for those experiencing nearly insurmountable hardships and those who lost their lives and loved ones...