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Posts by category
- Category: Family Office Commentary
- A Follow-up Analysis to “How Might Taxes Be Changing”
- How Might Taxes Be Changing
- Your Return Was Extended, Now What?
- Baldwin Management: Your Multi-Family Office
- Tax Season Tax Tips
- Do You Have Your Exit Buddy?
- The Texas-Sized Purchases of Life – And How to Pay for Them
- The Inglorious Costs of Glory: What Athletes Must Know About Taxes
- Cashflow: Measuring the Pulse of a Small Business
- The Costs of College and Its Alternatives: A Guide for Parents and Grandparents
- Clarity at Last – Distribution Requirements from Inherited Retirement Accounts
- When To Take Social Security Benefits? Consider These 8 Questions.
- Category: Investment Commentary
- The Retirement Crisis: What It Means for You
- Personal Consumption Expenditures (PCE): What Investors Need to Know
- When Calendars Beat Calculators: The Curious Case of Stock Market Seasonality
- WHO’S GOT THE CHECK??????
- Planning Over the Horizon
- Beyond the Buzz: Making Sense of Alternatives in the Modern Portfolio
- Known Unknowns: Unnerving Markets
- The Dollar Dilemma
- 3 Strategies to Capitalize on Stock Market Corrections
- No One Wins Entering or During a Trade War…
- The Origin of the Fed’s 2% Inflation Target and its Relevance to the Markets
- Not for the Faint-Hearted…
- Navigating Market Uncertainty: How Baldwin Helps You Stay Focused and Confident
- Qualified Charitable Distributions: What They Are & Who Can Take Advantage
- Why Are US Stock Prices So Much Higher Than Other Markets?
- The Road Traveled and Perhaps The Road To Come…
- Leaving Europe Behind!
- JOLTS: What Is It and Why Is It Important To Investors?
- Mainstreaming of Alternative Assets
- Harnessing AI: Unlocking Investment Potential in Alternative Energy
- Connector Countries – Their Role In Saving Global Trade
- The Sunset of the 2017 Tax Cuts, and The Planning Opportunities
- Balancing AI Hype and Reality: Opportunities, Risks, and Indirect Impacts
- More Discriminating With Every Dollar…
- What Is Industrial Policy And Is It Good For Us?
- At The Halfway Mark…
- GLP Drugs: An Investor’s Perspective
- 529 Plans for Higher Education – What You Should Know
- With Fertility Down and Aging Up – A New Investment Balance?
- Sometimes the Best Strategy Is Knowing what NOT to do…
- BNPL….
- Portfolios Built for Income – What You Need To Know
- GLP-1 Weight Loss Drugs: Overhyped or a Gamechanger?
- Bubbling Heights
- Blowin’ In The Wind…
- A Smile Is Just A Frown Turned Upside Down…
- Category: News
Careers
Events
- Jan 21 2025 @ 4pm: Quarterly Webinar : It's Hard To Predict...
- Dec 9th 2025 : The Retirement Crisis and What it Means for You
- October 15th: Who's Got The Check - Quarterly Webinar
- July 16th 2025: Quarterly Zoom Webinar "Known Unknowns: Unnerving Markets"
- April 16th, 2025: 1st Quarter 2025 Webinar- Navigating Market Uncertainty: Not For the Faint Hearted
- Wednesday, January 22nd 2025: The Road Traveled and Perhaps The Road To Come
- Nov 14th, 2024: Financial Considerations in Choosing a CCRC
- Oct 31st 2024: 3rd Quarter Zoom Panel: Global Investing In A De-Globalizing World
- Independent Senior Living and Beyond: What You Need To Know
- At The Halfway Mark. Half Full or Half Empty?
- IS THIS A BUBBLE? IS THIS THE TOP?
- Four Transitions with Profound Implications and How to Invest to Stay Ahead of Them and Take Advantage of Them.
- De-Risking: New Risks and New Rules - Quarterly Zoom Panel Discussion
- Observations - Spring 2023