529 Plan Reimbursements for Off-Campus Living

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Coronavirus, Personal Finance, Investing, Tax Planning For Individuals 2 Comments

With college campuses opting for online classes during the COVID-19 outbreak, many students have been taking classes from home, and all indications are this will continue at least through the …

navigating stock market 2020

Navigating the Ups and Downs of the Stock Market in 2020

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Tax Planning For Individuals, Investing, Personal Finance, Economic Update, Coronavirus 1 Comment

These are the times that try investors’ risk tolerance, patience, and behavioral biases . . . and men’s and women’s souls. Modern portfolio theory drives our processes at Glass Jacobson. …

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Donald J. Trump’s 100 Day Agenda and its Implications for Global Financial Markets

Michael K. Creamer, CPA, CFP®, CDFA, ADPA News, Personal Finance Leave a Comment

In my opinion, there are two indisputable truths about President Trump’s 100 Day Agenda and its impact on the global financial markets. First, financial markets (particularly equity markets) hate uncertainty. …