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Selling Your Home is Never Just a Transaction - Capital Gains and the Survivor Rule
Let’s talk about something not-so-fun, but super important: Capital Gains Tax when you sell your home. Listen, I get it. Taxes are about...
Jose Alvarez
Apr 214 min read
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Bringing Manufacturing Back...Is That What America Needs?
Depending on where you stand, you might not love this take but one of the current administration's big talking points is about bringing...
Jose Alvarez
Apr 173 min read
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Is Managing Risk Sexy Again?
Well...with the Great Tariff Scare behind us (for now), I'm noticing more folks reconsidering the importance of managing risk in their...
Jose Alvarez
Apr 103 min read
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Letter to My Clients - Tariffs and "Liberation Day"
To My Clients, You’ve probably noticed the after-hours craziness in the stock market related to tariffs. Heading into the election,...
Jose Alvarez
Apr 33 min read
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Yeah, the Market’s a Mess - But Your Plan Shouldn’t Be
With markets bouncing around and headlines in full panic mode, it’s no surprise some people eyeing retirement are second-guessing their...
Jose Alvarez
Mar 312 min read
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Why Are We Taxing Social Security Anyway?
40% of retirees rely entirely on Social Security benefits for their retirement income. Should it be taxed?
Jose Alvarez
Mar 202 min read
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Beyond the Charts
While the stock market has acted like this before, today's uncertainty is unique...and that's okay.
Jose Alvarez
Mar 172 min read
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Economic Transition or Presidential Buyer's Remorse?
Market volatility is making many investors a bit squeamish. But, why?
Read on for some thoughts.
Jose Alvarez
Mar 132 min read
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