The White House and Congress have recently outlined key components of their proposal on tax reform.  The last time Congress passed major tax reform was in 1986 under Ronald Reagan.  The bill that eventually passed had a clever name: Tax Reform Act of 1986. Fast forward, nothing about our taxes are simple and we pay … Continue reading Bigly Tax Plan of 2017 (maybe)

Yesterday, the FOMC announced that they will not change the range of the Federal Funds Target Rate which is currently between 1.00% and 1.25%.  However, they did reiterate the statement they made in July regarding the unwinding of their balance sheet.  Since the Great Recession, the assets of the Federal Reserved have grown to almost … Continue reading $4.5 Trillion

I am starting a public blog called Beyond Allocation.  I will be writing blurbs on markets, portfolio construction, current events, and of course, asset allocation.  I am also doing this selfishly for my own personal growth.  I believe writing and sending it out for people to read will help me grow as an investor and … Continue reading The First of Many