Getting Back to the Basics
Going into the pandemic in March 2020, many investors (rightfully) questioned whether…
Browsing: Finances
5 Ways to Address Possible Tax Increases
As I write this, we are just a few days from the…
A Bevy of Black Swans
When an event occurs that no one could have predicted nor saw…
2021: The Year for Retirement Savings
The year 2020 is coming to an end – a year of…
Decision 2021
As I write this in mid-October, I am very hopeful that we…
Managing Taxes for the Future
Although over 36 million people lost their jobs due to the forced…
The Red Pill or the Blue Pill?
As we continue to press forward into what I have branded as…
Where We Go from Here
Unfortunately, the last four months have brought quite a bit of turmoil.…
Wow! Risk Happens fast! Don’t let emotions get the best of you
As I write this late on Sunday night, March 22, the…
Assessing Your Risks
Well … we are three years into what we at OLV predicted…
The SECURE Act of 2019 Significant Adjustments to Retirement & Estate Planning
As most of us were welcoming family and friends to town for…
Belief in our Future Why we Invest
Happy New Year! Last year was full of record-setting unemployment, record-setting stock…