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Notes from The Schwab Impact Conference

BLOG, MARKETS & ECONOMICS, Uncategorized  |  15 Nov 2019

Bullet Points from Greg Valliere’s presentation “An Inside View of Washington” By Jon Aldrich I attended the annual Schwab Impact conference in San Diego last week (I wish I was still out there after coming back to January in November here at home). Schwab Impact is the annual conference for financial advisors that Schwab puts…

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Think Twice Before You Download That App

By Jon Aldrich Our smartphones have become an indispensable part of daily life to many of us. You not only get phone calls and texts on your little wonder device, but now you use it to surf the internet, play games, navigation, watch movies, hail a ride, take pictures and movies, book vacations, as a…

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Ande To The Rescue

Uncategorized  |  21 Jun 2019

By Jon Aldrich “We are not coming home with a dog today”, I declared as we all piled into the Ford Explorer on a Sunday afternoon about a week before Mother’s Day. It was one of the few, warm, sunny days without rain that we have had this soggy spring. Trent is now 19 and…

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Will New Bill Make It Easier to Claim Charitable Donations?

Uncategorized  |  14 Jun 2018

By Jon Aldrich By now I would imagine most people are somewhat familiar (or maybe vaguely familiar) with the major provisions of the new tax law that took effect in 2017, The Tax Cuts and Jobs Act of 2017, also fondly known as TCJA for those who are fans of acronyms. One of the major…

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Chinese Finger Trap

BLOG, MARKETS & ECONOMICS, Uncategorized  |  20 Aug 2015

WHAT DOES DEVALUATION OF THE YUAN MEAN FOR US? The Chinese finger trap gag has been used for years to play jokes on unsuspecting kids and adults for years. It is a simple puzzle that traps the victim’s fingers in both ends of a cylinder made of woven bamboo. The harder you pull out on…

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