Last December I wrote about capital gains distributions from mutual funds. This year, I expect to see funds with large capital gains distributions – largely due to the gains in the stock market this year. As of November 30th, the S&P has gained 18.26% year-to-date,...
It has been a very busy autumn, and I’m excited for the winter to start! I’m very grateful for all my friends, family, and clients that have made this past year truly incredible. This is my first full year being completely independent, and – while...
The big news of the day is that Schweitzer announced they will be opening November 18th – so that’s got me pretty excited. Also exciting is that, yesterday, the Senate Finance Committee released a proposed tax reform bill called the Tax Cuts and Jobs Act. The...
Whoa!, So, yesterday, the House Ways and Means committee released draft tax form legislation – The Tax Cuts and Jobs Act, H.R. 1. There is a lot to unpack – and I’m not sure spending a lot of time figuring out the implications is productive...