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News & Advice from Amit

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Forefront’s Friday Facts: A Taxing Story – Capital Gains and Losses

Forefront’s Friday Facts A Taxing Story: Capital Gains and Losses ­ Chris Rock once remarked, “You don’t pay taxes – they...
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Forefront Market Notes: December 4th

Forefront’s Market Notes: December 4th, 2023 ­ A Friday rally turned an otherwise mixed week for stocks into a solid performance....
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Forefront Market Notes: November 27th

Forefront’s Market Notes ­ Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading...
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Hobby Tax Tips

Forefront’s Market Notes ­ Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data.   The Dow Jones...
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Forefront’s Market Notes: Preparing for Year’s End

Forefront’s Market Notes ­ A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow...
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Forefront’s Market Notes: Lessons in Investing, with Visuals

Lessons in Investing, with Visuals   You will be far wealthier holding through the bull markets than you will ever lose...
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Forefront’s Market Notes: Financial Planning and Self Care

Financial Planning and Self Care     Financial wellness is an essential aspect of our overall well-being, and it’s closely linked...
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Forefront’s Market Notes: Life Insurance Basics

Life Insurance Basics     Life insurance can be an incredible planning tool that reduces your family’s risk and protects them...
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Forefront’s Market Notes: Jargon of Estate Planning Explained

Jargon of Estate Planning Explained   The jargon of a topic that you don’t know about is always intimidating and can...
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Forefront’s Market Notes: Experiences Are Never a Waste of Money

Experiences Are Never a Waste of Money   My wife, Christina, and I took our kids to see the Broadway play...
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Forefront’s Market Notes: The Plan is the Product

The Plan Is the Product, Not the Portfolio   I hate comparing financial planning to losing weight, even though I lost...
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Forefront’s Market Notes: Monkey Mind

Monkey Mind   Youth football season has started, so my son, AJ, has been at practice each night for the past...
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Forefront’s Market Notes: Income, Savings, or Returns. Which Matters Most?

Income, Savings, or Returns. Which Matters Most?   The idea of a “side hustle” isn’t new, but we just called it...
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Forefront’s Market Notes: Return on Hassle

Return on Hassle     Some financial questions can be answered with a spreadsheet, but most are some combination of spreadsheets and...
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Forefront’s Market Notes: Wealth Comes in Many Forms

Wealth Comes in Many Forms   Many Gen X and Millennials equate wealth to income level, while others look at the...
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Forefront’s Market Notes: Don’t Yuck My Yum

Don’t Yuck My Yum   My career and financial planning skills improved exponentially once I had children. I never realized how...
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Forefront’s Market Notes: The Good News…….and The Bad News

The Good News…….and The Bad News   The most challenging part about the economy, and the stock market in general, is...
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Forefront’s Market Notes: Vacations Are Expensive

Vacations Are Expensive   Humans are very similar to the printer in your house, which sometimes decides not to work. The...
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Forefront’s Market Notes: Financial Fear

Financial Fear     One of my favorite aspects of my career is the chance to meet and speak to so many...
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Forefront’s Market Notes: Comparison is the Thief of Joy

Comparison is the Thief of Joy     It finally happened this weekend; the kids asked for social media accounts, specifically...
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Forefront’s Market Notes: Don’t Aim, Just Throw

Don’t Aim, Just Throw   Watching my children play sports brings me an incredible wave of nostalgia every time I set up my...
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Forefront’s Market Notes: Life is 80% Mental and 40% Physical

Life is 80% Mental and 40% Physical   I have reached the stage in my life and in parenthood where my...
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Forefront’s Market Notes: Perception vs Reality

May 30, 2023 Perception vs. Reality   As many of us did during this weekend of remembrance, I attended a BBQ...
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Forefront’s Monday Market Update: Let’s Talk Politics

May 22, 2023 Let’s Talk Politics   This will be one of my first and last blog posts about politics. It...
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Forefront’s Monday Market Update: Mother’s Day and Debt Ceilings

May 15, 2023 Mother’s Day and Debt Ceilings    Happy Mother’s Day to all the incredible moms who give the best...
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Forefront’s Monday Market Update: Bigger Than Just Retirement

May 8, 2023 Bigger Than Just Retirement   This weekend was my daughter Priya’s first holy communion. A day full of...
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Forefront’s Monday Market Update: The Only Easy Day Was Yesterday

May 1, 2023 The Only Easy Day Was Yesterday   I finished reading The Wisdom of the Bullfrog by Admiral William H McRaven....
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Forefront’s Monday Market Update: See You Next Year, Mr., or Mrs. Accountant

April 24, 2023 See You Next Year, Mr., or Mrs. Accountant   Tax season has come and gone, and most of...
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Forefront’s Monday Market Update: Money and Children

April 17, 2023 Money and Children   Growing up, money was always something that was discussed in my house. My parents...
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Forefront’s Monday Market Update: A Client Story

April 3, 2023 A Client Story   I met a family this weekend whose mother had been following me for nearly...
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Financial Guidance that You Can Trust