
Resources
Download Our Free 2025 Tax Guide, Start Planning Now
Here is a handy tax guide for the 2025 tax year (not the 2024 tax filing due this year by April 15). …
Download Our Free 2024 Tax Guide, Start Planning Now
Here is a handy tax guide for the 2024 tax year (not the 2023 tax filing due this year by April 15). …
It’s a New Year and a Good Idea to Check Your Beneficiary Designations
You’ve been diligently monitoring your retirement accounts with your financial advisor to …
Download Our Free 2023 Tax Guide
Here is a handy tax guide for the 2023 tax year (not the 2022 tax filing due this year by April 18). …
Are you a charitable giver? Here are 2 ways to be more intentional about it
The world today seems increasingly divided. Anyone watching or reading the news is likely to be …
Why the 2022 economic hangover was worse than expected
Most folks know a hangover is an unpleasant experience. The drinks go down easy, and it seems like a …
Change may be coming to the investment world
Over the past several years, I’ve talked both in the articles that appear on my website and in …
Slip away around the world – Part 2
The story of Jan and Rich
Jan and Rich’s 41-foot ketch, Slip Away, en route to Samoa.
We …
Slip away around the world
The story of Jan and Rich — Part 1
The 41-foot ketch, Slip Away, anchored in 2010 at Fatu-Hiva, …
The stock market recovery reminds us why we continue to stay the course
In February 2020, the stock market as measured by the S&P 500* entered a free fall that lasted …
4 year-end tax and estate planning ideas
It’s time to act before the new year.
What a year it’s been! A crazy stock market. An …
Larry Bakerjian reflects on life, retirement and 40 years of investment planning
Larry and Roxane Bakerjian enjoy a 1972 Tyrrell 002, a Formula One car once driven by three-time …