American Airlines: Pilots Contract Updates

In recent weeks, we have spoken to many pilots regarding the new American Airlines contract. With that in mind, we thought we would proactively reach out.

Tactical versus Strategic Asset Allocations (Explained)

Explore strategic vs. tactical asset allocation benefits—diversification and tax efficiency vs. concentration and active management—for informed investing.

How Will The New Tax Laws Affect You and Your Assets?

We’re not accountants or tax specialists. However, we have been getting tons of questions about the new federal tax legislation (Tax Cuts and Jobs Act).

Important Information for AAL Employees Over 50

If you are over 50 years old, you will want to pay attention to this. It has come to our attention that the there was a small hiccup transitioning between...

Important Update – American Airlines (AAL) Equity Stake

On December 11th, The House of Representatives signed bill H.R. 2591, which allows for the retroactive transfer of the AAL equity stake to a Traditional IRA.

Roth IRA: What It Is and How to Open One

A Roth IRA is a special individual retirement account (IRA) where you pay taxes on money going into your account, and then all future withdrawals are tax fre...

Inflation: What It Is, How It Can Be Controlled, and Extreme Examples

What you need to know about the purchasing power of money and how it changes

June 2024 - Market Update

S&P 500 index rose by 3.59% in June. Utilities was the worst performing sector, after being the best performer two months in a row.

April 2022 - Market Update

Stocks in the US failed to maintain the rally off of the March lows, ending April down 13.8% from the highs last year. The S&P 500 fell 8.7% over the month...

December 2021 - Market Update

Looking back at where we were last January, it seemed unlikely that stocks would perform as well as they did in 2021 given all of the risks still on the table.

November 2021 - Market update

US stocks and bonds were relatively flat for the month of November. OMICRON: Emergence of the OMICRON variant added considerable volatility to the equities...

Asked & Answered: Questions About Pension Termination

My company Pension is being terminated and I need to make a decision about how to receive my benefit. Should I choose to take the lump sum or the annuity?

Asked & Answered: Questions About the National Debt Ceiling Crisis

What is the Debt Ceiling and what is the big deal about reaching it? A: The debt ceiling is the maximum amount that the US can borrow at one time...

Asked & Answered: Why Not Target Zero Inflation?

Why does the Federal Reserve target 2% inflation? Why not target zero inflation? A: Historical evidence suggests that an economy suffers with high inflation...

Asked & Answered: What's the Fiscal Cliff?

What exactly is the so called “Fiscal Cliff” and what are the impacts if we go over it? A: The Fiscal Cliff is really a combination of tax increases & ...

Asked & Answered: American Airlines B-Fund

I am a 54 year old pilot still flying for American Airlines. One consequence of our bankruptcy is that our B-Fund (Defined Contribution Pension) is being...

Asked & Answered: Tax Impacts of ObamaCare

How will my taxes be affected by the Affordable Care Act (“Obamacare”)? Great question…. and we'll preface by saying this bill was far too long...