Steven SchoenbergerJul 6, 20233 minThe Grass is Always GreenerI am color blind, so I am not exactly sure what the opposite of a green thumb is, but that’s what I have. While I do not mind the yard...
Steven SchoenbergerJul 6, 20232 minValue Add Through Tax PlanningEarlier this month we requested copies of tax returns from all of our clients. If you’re reading this and you did not send us your most...
Steven SchoenbergerJul 6, 20234 minA Magnificent Quarterly UpdateThe most popular market narrative so far this year is probably the story of the so-called “Magnificent 7”. Preceded by groups such as the...
Steven SchoenbergerApr 10, 20233 minCharles Schwab and Custodian BanksIf you have read the news in the past several weeks, you have almost certainly encountered stories about the failure of Silicon Valley...