Author: Kurt Leeney
Author
Summer Market Update: Opportunities in the Wild (Market)
If you turned off all your screens and went on a 3 to 4 month vacation and finally checked on how the stock market was doing this year, you would see the S&P... Read more.
Congress Proposes Caps on IRAs and Eliminating Backdoor Roth Conversions
In recent years, populist movements have gained significant traction in American politics, influencing policy debates across the spectrum. Among the proposals gaining... Read more.
Can Trump Really End Taxes on Social Security?
During his 2024 presidential campaign and subsequent second term, President Donald Trump repeatedly pledged to eliminate federal income taxes on Social Security... Read more.
Is Social Security Solvent?
Is Social Security Insolvent? Social Security, a cornerstone of the American social safety net, provides critical financial support to retirees. Established in 1935... Read more.
Is Social Security Solvent?
Social Security solvency refers to the ability of the Social Security program, specifically the Old-Age, Survivors, and Disability Insurance (OASDI) trust funds,... Read more.
April 2025 Market Update: High and Dry
Last night, we hosted our Spring Market Update dinner at Del Frisco’s Steakhouse titled “Winning Strategies to Protect Your Portfolio in Uncertain Times.”... Read more.
Trump Tariffs Explained
President Donald Trump’s approach to tariffs, particularly in his second term, has significantly stirred the global trade environment, with implications that... Read more.
2024 Year in Review: Breaking, Bad Bonds
In 2024, the U.S. bond markets experienced a year of considerable fluctuation, shaped by economic indicators, policy shifts, and geopolitical events. Early in the... Read more.
2024 Year in Review: Bitcoin Bonanza
This year, Bitcoin experienced a remarkable year, recently hitting over $107,000, driven by a confluence of market dynamics, regulatory developments, and political... Read more.
2024 Year in Review: US Housing Hangover
In 2024, the U.S. residential housing market experienced a period of transition, characterized by a mix of stabilizing factors and ongoing challenges. The year began... Read more.