The main engine of the U.S. economy is the American consumer. And despite high prices, we are still spending. Last week the Census Bureau reported strong retail sales for April, and they revised March numbers upward.

There is a smart way to give that could potentially reduce your tax bill. Please read Jerry’s recent piece on charitable giving and donor advised funds. You can gift highly appreciated stock and eliminate the taxable gain.

Mackenzie Scott is giving her fortune away with class

Hamilton Wealth is growing

In brief:

Everything is too hot, thankfully we’re cooling off

Inflation is not our main concern (despite the media)

The Delta variant will continue to kill, due to misinformation on Facebook and Fox

Government must do its job, protect us from the virus, media platforms, climate change

We have been reducing exposure to the ‘reopening trade’ due to Delta

We’ve added to defensive sectors healthcare and utilities which may outperform as the economy moderates

The global semiconductor shortage likely persists, we bought more

When the market corrects, we intend to buy and add to our favorite secular themes

A comprehensive financial plan is an effective tool against an uncertain future and inept government

We believe 529 Education Savings plans are the best tax advantaged vehicles to save for education.