Have you heard about a new 20% income tax deduction on something called “Qualified Business Income (QBI)” and wondering if it applies to you? If you are self-employed, the answer is maybe. Those self-employed taxpayers fortunate enough to have their business income qualify for this deduction will be receiving this benefit for the first time as ...Read More
The S&P 500’s long winning streak of nine consecutive years with positive total returns came to a halt in 2018 with the widely-followed index retreating by -6.5% (-4.5% including dividends). After suffering a double-digit correction in the first quarter, the market climbed back to fresh highs over the summer before retreating again in the ...Read More
Read Steven's co-written New Years editorial in the Houston Chronicle entitled: The patience of Job in an age of Alexa
Subscribe to our newsletter
A Wallet in the Sock
by Steven M. Sheldon, CFA
A Wallet in the Sock (WITS™) will help you keep your wits about you! Steven M. Sheldon takes a personal anecdote involving his dad's unorthodox vacation planning techniques and turns it into a powerful, new metaphor for achieving financial security and peace of mind.