Warren Buffett, one of the world’s most successful investors, has consistently voiced his skepticism about cryptocurrencies, particularly Bitcoin. His disbelief in crypto stems from fundamental investment principles, specifically the two primary methods of valuing assets: (1) the present value of future income streams and (2) the greater fool theory. The Present […]

Strategic Gifting: A Smart Approach to Estate Tax Planning With the Tax Cuts and Jobs Act (TCJA) set to expire at the end of 2025, many high-net-worth individuals are increasingly concerned about the potential reduction of the historically high lifetime gift exemption, currently at $13.61 million per person. As this deadline […]

  The bullish environment in 2024 was largely powered by the digital revolution, the broad incorporation of artificial intelligence into the economy, and the resulting expansion of efficiency and profitability. In addition, the quality of earnings and the reliability of financial statements has resulted in repricing assets to account for perceived lower risk. (See SOX […]

“Surprises are for birthdays. Not for tax time”® Overview: Having your tax preparer do a tax projection prior to year end allows you to take timely proactive tax optimization moves. Knowing your marginal tax rate impacts many important decisions like acceleration of deductions or deferring income. Invest in tax-optimized investments wherever […]

We are pleased to provide the RVW Report for the 3rd Quarter of 2024. The economy and the and financial markets were generally positive and the major equity indexes continued their bull run. The previously ultra-concentrated returns for a few winners have begun to broaden to a larger and more diverse group […]