This is the first of a series of articles discussing various types of high-concept investment styles. This month we start with goals-based investing. Goal-based investing became popular after the Great Recession of 2008-09. Many salaried, middle-class workers lost their jobs, had to stop contributing to their 401(k) plan or, worse yet, had to make hardship…
Call it ironic that on the very day Equifax went public with news of its massive data breach, Congress was holding hearings on reducing the regulations imposed on U.S. credit bureaus. Long before the recent breach that exposed confidential data affecting about 143 million Americans, Equifax had been lobbying aggressively on issues involving data security…
Major tax reform enactment is a rare event, with the last occurring back in 1986 under President Ronald Reagan. As a result, current discussions could pan out to be much ado about nothing; however, with the solid majorities that Trump and the Republicans hold in both houses of Congress, there is real potential for tax…
What year did you join Lewis & Knopf? I joined the firm in 1996. Tell me a little about where you attended college and the degree(s) you earned? Any special accomplishments. I have received certifications in QuickBooks Online, QuickBooks Advanced Online, Desktop and as a QuickBooks ProAdvisor. What is your favorite thing about living in…
