By William Beynon & John Walker - In the last two years, things seem to have only gotten more difficult when it comes to making choices about asset allocation. The S&P 500 (SPY) is essentially flat as we look back 2 years to date as[…]
POSTED ON
September 26th
- POSTED IN
By William Beynon & John Walker - One of the luckiest blessings in my life is that I am constantly surrounded by thoughtful people who have unique insights on life. I was recently asked to participate in the crafting of a financial[…]
POSTED ON
August 16th
- POSTED IN
S&P,
FinancialMarkets,
S&P 500
By William Beynon & John Walker - In governance, the rule of the powerful one is called a Monarchy, and the rule of the powerful few is an Oligarchy. Over the course of this year, we have seen what may appear as the masquerade of the[…]
POSTED ON
June 21st
- POSTED IN
Tax,
IRA Conversions,
401k,
retirement
By William Beynon & John Walker - Back in 1974, the ERISA Act established the legal base for the IRAs we all know and love. Just 4 years later, the legislation that created the 401k was born. Since that time, most Americans have[…]
POSTED ON
April 29th
- POSTED IN
trust,
Gift Tax,
IRS,
taxable gifts
By William Beynon & John Walker - In Part 1 of this discussion, we looked at the tax nature of gifts. We reviewed various types of assets to give and their taxable repercussions. We defined a gift in taxable terms as giving dominion[…]
POSTED ON
March 31st
- POSTED IN
Gift Tax,
IRS,
taxable gifts
By William Beynon & John Walker - As we speed through tax season, I have been a part of several discussions centering on gifts. Many of the families we work with routinely give and I think there is a special part of human nature that[…]
POSTED ON
January 31st
- POSTED IN
Thinking About the Future,
U.S. Dollar,
CWA,
Family and Money,
RIA,
Roth Conversions
By William Beynon & John Walker - As we all open a fresh calendar, many folks are looking at their resolutions and trying to lay out their plans for this year. Plans for travel, philanthropy and home renovation projects are high on[…]
POSTED ON
December 21st
- POSTED IN
Thinking About the Future,
Family and Money,
financial advice
By William Beynon & John Walker - I have had the pleasure of working with many colorful people and families. It would be impossible for me to ever give back as much as I have learned from the good folks I work with. Until very[…]
POSTED ON
November 9th
- POSTED IN
Gold,
Thinking About the Future,
U.S. Dollar,
CWA,
gifts,
Family and Money
By William Beynon & John Walker - Warren Buffett, the “Oracle of Omaha”, says “Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it.[…]
By William Beynon & John Walker - The industry agrees that the best portfolios are diversified right? What does diversified mean to you? For most, it means a portfolio of securities like stocks and bonds. In an effort to mitigate[…]