Do you know a teacher, nurse, government employee or employee of a non-profit with student loans? If so, they will want to be aware of the changes made this week to the Public Service Loan Forgiveness Program. In short, the program was designed to encourage students to enter these careers by providing forgiveness of student [...]
No matter how long you follow them, stock markets can continue to make you ask that question. As you know, we are not in the prediction business, we do like to put things in context and provide a little education where we can though. In this video, Professor Rene helps us understand why sometimes the [...]
Seth is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun. The house panel pushed through a revised tax proposal on 9/13/21. While there will most certainly be [...]
If you have kids who are dependents on your tax return, you may be wondering why you started receiving checks in the mail (or direct deposits to your bank) from the IRS in July. Earlier this summer, close to 39 million families started receiving advanced monthly child tax credit payments. With these payments came a [...]
Please welcome the newest Planning Analyst to the SPP team – Abraham Kirby-Galen! Many of you will get to know Abraham directly in the coming weeks/months, but here are a few fun facts to introduce Abraham in the meantime: Abraham grew up in Arlington, MA and attended High School at Gann Academy in Waltham Abraham [...]
There is a lot of complexity in the decision to get outside help for an aging loved one. The mix of technical knowledge needed to get the right help in place with the emotional aspects of the decision itself is sure to add onto an already stressful time in your life. Then there is convincing [...]
Seth is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun. Legislation has been introduced in the senate to eliminate the beneficial tax treatment of carried interest. Private [...]
The popular headline of the week/month is inflation. We haven't seen inflation (or defaltion) in the news this much since it was Tom Brady driving the headlines. Rene gives us a history lesson on inflation and outlines what is drivng the current spike and what we're thinking about/paying attention to looking forward. [...]
Seth is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun. The passive investing behemoth Vanguard is going to begin offering private equity investments for self-directed clients that [...]
Shiny Objects, Cocktail Parties, and Short Cuts: Why Is It So Hard to Be an Index Investor? By: Bob Dockendorff We’ve all heard the compelling case for an index-tracking investment strategy. While some investment managers grasp at straws to justify the high fees and underperformance of active management—it’s not often that I hear a genuine unconflicted disagreement with index investing. With almost fifty years [...]
