Year: 2021

Should I Be Scared of the Stock Market?

The frights of Halloween are behind us, but the stock market can still look very scary!  YESTERDAY the Dow flirted with an all-time high milestone of 36,000, before ending the day at 35,913. The Dow has elevated drastically throughout history. As a contributor on WBRC Fox 6 for over twenty years, the same question surfaces […]

Financial Exploitation: Protecting the Elderly

As Oscar Wilde once said, “With age comes wisdom.” While that may be true to a degree, it is no secret the unfortunate byproduct of advancing age is the deterioration of one’s physical and mental abilities. While diminishing capacity is obvious in some people, it is more subtle in others, leaving them unprotected and vulnerable […]

What is the Greatest Gift? A Better Education!

If you could give a child the gift of a great education at no cost to you, would you do it? If your answer is, “Of course I would!” then you need to learn more about the Alabama Accountability Act (AAA). The Alabama Accountability Act (AAA) AAA allows you to redirect a portion of your […]

Navigating Uncertain Markets

The uncertainty in the current market environment gives us many things to think about, and it can be challenging to make sound financial judgments.  With the continuous drumbeat of concern over political disputes, Federal Reserve monetary/interest rate policy, inflation, and Covid-19, it can be difficult to know how best to allocate ones’ capital.  In times […]

Save Cash with this Tax Strategy

A lot of people make donations to their favorite charity or religious organization.  And in most cases, the individual writes a check and, hopefully, takes a charitable tax deduction when it is tax-filing time. An often-forgotten tax strategy is the Qualified Charitable Deduction (QCD).  The QCD is a different take on securing a tax benefit […]