When my kids were little we watched a lot of SpongeBob SquarePants—so much so that my now 18-year-old still calls up references to it in everyday conversation. SpongeBob aficionados will get this reference. It is just a cartoon, but the subtle messages are often very deep and very real. I tell you all this upfront
Empathy is an important characteristic for a financial advisor, and as I talk to people about their financial concerns, I find myself worrying for them about those things too. Like when a business owner I work with told me if things don’t pick up in a few months they’ll have to close their doors, or
Congress is preparing to debate the budget deal that includes the tax reform proposed by the current administration, so I thought I’d chime in with my opinion of where this might go. In a nutshell, nowhere. First, the main thrust of this reform is aimed at reducing the corporate tax rate. The proponents say this
When I tell clients they need to increase their reserves, I often hear things like “Well, how much do I need to keep there doing nothing?” or “I’d rather pay off my mortgage/student loan/car loan than leave all that money there doing nothing.” Here are three reasons you should not only leave that money there,
Something we tell all prospective clients is we will never ask you to break something so we can fix it because our experience lends to a good understanding of the cause and effect of doing so. We don’t need or want our clients to sell investments, close accounts, or fire other advisors that are working
One thing Republicans and Democrats generally agree upon is the importance of avoiding interference with central bank policy. If central bank leaders are politically motivated, they will naturally tend to implement policy that stimulates the economy leading up to elections, which causes high inflation and unfair political advantages. It’s also worth mentioning that the outcome
Labor Day is a creation of the labor movement dedicated to the social and economic achievements of American workers. It’s a yearly tribute to the contributions workers have made to the economic strength and defense of our country. During the peak of the Industrial Revolution, work conditions were pretty grim. Twelve-hour days, seven-day work weeks,
No matter how you see things, 2017 was a tumultuous year. Some say we’re in a state of crisis. Others say we’re on our way out of one. Your perspective may fall in between these two extremes, but one thing is certain: crisis or not, opportunities for improving your financial position are always present if
RMD. If you’re seventy years old, or near it, or you have inherited an IRA from someone, you have probably heard this acronym. Most retirees have some basic understanding that they need to take money out of their pre-tax retirement accounts at age seventy and a half. Not many understand all the ins and outs
Recently CBS Sunday Morning published a story on the idea of automating the preparation of our tax returns. This is not a new idea. I hope it never becomes law. Sunday Morning interviewed a Stanford professor named Joseph Bankman. Bankman developed a program designed to have the systems already in place pre-fill our tax returns
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Quantum Leap Capital
3 Baldwin Avenue
South Burlington, Vermont
05403
Tel: (802) 448-2882
Fax: (802) 419-8888