In a previous blog post (The Dumbest Investment Ever), Hoy Grimm explored the shifting tides of market speculation, historical crashes, and the dangers that lurk for today’s investors. He highlighted the evolution from the early days of bucket shops in the late 1800s to modern, highly leveraged Exchange-Traded Funds (ETFs), which have captivated risk-takers with...

Estate planning involves several tools designed to manage your assets effectively, both during your lifetime and after your passing. One of the most flexible and commonly used tools is a revocable trust, also known as a living trust. This legal arrangement can be a powerful way to protect your assets, maintain control over them, and...

What a Summer we have had with the election fast approaching. Often Estate taxes are not an area that I deal with much as the exemption has been so high. For 2024, the exemption is $13,610,000 per person. That makes your average married couple able to pass along $27,220,000 tax-free to the next generation with...

October is around the corner, so let’s quickly revisit a few memorable stock market events. While September has the worst historical stock performance, investors often remember the 23% drop across two days that culminated on Black Tuesday, October 29, 1929, and the 22.5% one-day drop on Black Monday, October 19, 1987. In the wake of...