Means Wealth Insights

Investing at All-Time Highs

“I have some extra cash, what should I do with it?” Or, “I don’t want to invest right now, the market is too high and a correction is coming.” As advisors, we’ve heard questions and…

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Seven Questions to Ask Your Accountant This Tax Season

The term “tax season” might make you think about the dreaded task of collecting W-2s, 1099s, donation receipts, mortgage interest statements, and all the other documents needed to complete your tax return. Tax season certainly…

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The Odds

By: Zachary Means, CEO “The only value of stock forecasters is to make fortune-tellers look good.” – Warren Buffett. Every year, top firms, analysts, and economists provide projections on the markets’ direction and offer a…

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Year-End Giving

As the holiday season and end of the year approaches, many think about meaningful ways to give. While the primary purpose of giving is to provide support to charities and those in need, there are…

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Speculation is Not a Plan

2020 certainly has been a year to remember, with what feels like more headline-worthy events than one can count. As we look toward the fall, it seems that the drama of 2020 will only continue…

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What’s Next?

I always enjoy writing with good news and have some for you today. As I write this, the S&P is up roughly 32% from its lows in March. We are only down a “mere” 13%…

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