Changing the Conversation

Discover financial and family well-being by looking at money differently

What’s Up with the Stock Market?
Investing

What’s Up with the Stock Market?

October 21, 2020
On September 2, 2020, the Dow Jones Industrial Average hit an all-time high of 29,100.…
Total Return Investing
Investing

Total Return Investing

September 16, 2020
Investors can give many different answers to the question of why they put their money…
The Stock Market – It’s Similar to Ripples in Water
Investing

The Stock Market – It’s Similar to Ripples in Water

July 29, 2020
Have you ever observed a rock or a pebble being thrown into a pond? At…
The Super Six
Investing

The Super Six

July 15, 2020
When you think about how crazy, unsettling and unprecedented this year has been so far,…
Living with Wine & Investments
Investing

Living with Wine & Investments

May 6, 2020
The Drunken Sommelier came up with 14 Things Every Wine Student Should Know after reading…
Making Decisions with Your Third Eye
Investing

Making Decisions with Your Third Eye

April 29, 2020
Charlie Munger, longtime business partner of Warren Buffett, was recently interviewed by Wall Street Journal's…

Estate and Inheritance Tax

Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t
Tax-Cuts-&-Jobs-Act-2017

Tax Cuts & Jobs Act 2017

This is a special blog post on the Tax Cuts & Jobs Act 2017.Follow this
The Charitable Double Benefit

The Charitable Double Benefit

A recent study showed that about one-third of families with at least $1 million in
The 2 Out Of 3 Tax Rule

The 2 Out of 3 Tax Rule

I have a rule of thumb for you: If the government owes me money, now
Investable Collectables?

Last-minute Tax Reminders

Every once in a while, I find myself looking over a well-off individual’s tax return
The Charitable Double Benefit

The Charitable Double Benefit

A recent study showed that about one-third of families with at least $1 million in
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Retirement Habits

You’re probably well aware that car insurance rates for young people are very high. This

How to Transition Into Retirement

Ready! Set! Reinvent! That’s the title of our new two-module, 12-lesson course on the topic

Which Game Are You Playing With Your Money?

Board games and card games can be a whole lot of fun, and they can

Are You In Charge of Your Retirement?

In the military, you always know who’s in charge and who’s in control. There’s a
10 Things You Should Know Before Retiring

10 Things You Should Know Before Retiring

In the last decade or so, we have had at least a dozen clients who,
4 Programs to Help With Financial Situations

4 Programs to Help With Financial Situations

One of the things we do here at Coyle is put together various kinds of
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