financial planning

The Myth of the “Average” Year – Analyst Price Targets for 2026

2026 ANALYST PREDICTIONS “An economist is an expert who will know tomorrow why the things he predicted yesterday didn’t happen today.” –Evan Esar That quote resonated once again in financial markets this year. Analysts adjusted price targets sharply lower after Liberation Day in April, only to raise them again as markets rallied later in the […]

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Wall Street Forecasts: Revisiting The Perils Of Analyst Price Predictions

“An economist is an expert who will know tomorrow why the things he predicted yesterday didn’t happen today.” –Evan Esar 2025 ANALYST PREDICTIONS It’s that time of the year again, where Wall Street banks and analysts make their price predictions for the performance of the stock market (measured by the S&P 500) over the course

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Tax Underpayment Penalties Are On The Rise For Americans

We’re already halfway through 2024, and one of the best proactive tax planning strategies is doing a mid-year check in on your projected income and tax liability.  Generally, I see the most issues around tax planning when income in the current year changes substantially from the prior year. According to the Wall Street Journal, “The

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