Feb 22, 2021
The investment world may seem overwhelming at times, understandably so. There are enough fancy new terms added each year by experts and gurus holding new acronyms and titles to baffle the general public into submission. Allow me to add two comforting assertions to the...
Jan 19, 2021
If you follow any of my writing or listen to The Kuderna Podcast, you have probably heard me say, "Investing is like a stool with three legs: market risk, liquidity, and taxes." It bears worth repeating, as each one of these factors could either wreak havoc or greatly...
Dec 22, 2020
Remember when you got that nice $1,200 check in the mail back in the spring?
Nov 24, 2020
Most people think of life insurance as the most morbid of financial vehicles. After all, it only works when you’re dead, right? Not so fast.
Nov 19, 2020
Here is the historical context to casually think or construct beliefs about, granted past performance is never a guarantee of future results:
Oct 16, 2020
A global pandemic. The President impeached. Raging wildfires across the west coast. Riots throughout major cities. The Olympics cancelled. The UK leaving the EU. The three worst single day point drops in stock market history, all in the same month[1]!
Oct 8, 2020
Both candidates are sticking with their party’s mantra. Trump wants lower taxes and smaller government, while Biden wants higher taxes and more government. Stay tuned to this ever-evolving tax climate.
Sep 3, 2020
Diversifying investments to achieve the desired rates of return remains important, but diversifying future tax bills can be even more critical. Be sure to work with your tax advisors, as individual situations may vary.