Financial Advisor Blog
Financial Advisor Blog
Labor Day Knowledge
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, […]
Crisis Breeds Opportunity
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 […]
Required Minimum Distributions
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 […]
Tax Returns: Your God-Given Right as an American
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 […]
Drowning in a Sea of Cash
I’ve been reminded a few times this week of how little there is in the way of investment opportunity in the current marketplace, and that we are drowning in a sea of cash. Recently I read an article about how Warren Buffett (or to be more specific, Buffett’s company Berkshire Hathaway), has $116 billion to […]
We’re Growing!
Last week at QLC we hired a new Associate Financial Advisor, Alison Davis. Alison has a wealth of experience in managing an office and customer service. She will be shadowing Brendan while learning about the personal and small business planning concepts Quantum leap Capital employs with our clients. We are very excited to have her […]
The Writing on the Wall
They say every prognosticator is eventually right, and I’m starting to feel like it might be my moment. But it’s a moment I never wanted to come, and it does not feel good. The bond market is finally opening its eyes to the handwriting on the wall. I’ve been saying interest rates are going to […]
