Insights Blog – Business Insights – Proper Wealth Management

July 2021

Clients & Friends, It's been a busy month with the delta variant running rampant in parts of the U.S. and world, and renewed concerns over reimplemented lockdowns taking the center ...

June 2021 Recap & Outlook

Clients & Friends, June was a relatively muted month so we'll keep this month's update short and sweet. Some trends have persisted such as housing prices which continue to ...

Just BDIT 🕺

First off, let me add a disclaimer that I'm not an estate planning attorney or CPA and that everyone should seek counsel from one for your own unique circumstances. ...

Q1 2020 Quarterly Update

I made a decision in December to switch from monthly updates to quarterly ones and of course it's been one of the most active quarters I've ever experienced. ...

October 2019 Market Update & Outlook

Monthly Recap After September's noisy month of being dominated by WeWork and a potential impeachment of President Trump, October was equally as busy with a Fed rate cut, continued impeachment ...

May 2019 Market Update & Outlook

Monthly Recap Another busy month of data and dram with the markets dropping and trade war escalating. To recap, here are just some of the noteworthy events and stories ...

February 2019 Market Update & Outlook

Monthly Recap February we witnessed the same recurring themes and headlines in the US and abroad. The equity markets posted solid gains as the markets seem to believe that ...

Cut Capital Gains Liability by Investing in Opportunity Zones

What does it take to spur private capital to invest in areas that are struggling to create jobs and develop their communities? Would a tax break on capital gains ...

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