Weekly Financial Thoughts

Tax Disparity

Tax Disparity

BlogMay 3rd, 2024   “Tax Disparity”   As we come into an election year, there will many different topics discussed and debated, but one that will likely come up is our country’s budget deficit (now over $33 Trillion) and how increasing taxes could help to offset this...

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Separating AI Hype from Investment Opportunity

Separating AI Hype from Investment Opportunity

Blog“Separating AI Hype from Investment Opportunity"   I receive a lot of questions from clients around Artificial Intelligence, where it might go in the future, and what companies or trends make the most sense to invest in.  While anyone’s answers to these...

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