Apple, Caterpillar and Wynn Resorts are businesses that could be especially hurt if other countries or trade blocs retaliate. President Trump’s discussion on tariffs has the…
Author: Bryan Bourgeois
Portfolio Manager and Investment Advisor at Blue Pacific Wealth Management, Inc.; Principal of Shorebreak Capital, LLC, a Registered Investment Advisor.
Frequently Asked Retirement Income Questions
When should I start considering tapping my retirement resources and how should I go about doing this? The response to this question is dependent upon…
Impact Of The New Tax Law On Financial Planning And Retirement in 2018
Those working in retirement as sole-proprietors or LLCs can deduct 20% of their business income but their full income will count against the Medicare PartB…
Trump Tax Plan - Key Points
Trump Tax Plan – 8 Key Income Tax Provisions: 1) It eliminates personal exemptions which could result in families with many children paying higher taxes…
Life Happens. Here's What To Do With Your Finances If You Divorce.
Getting divorced checklist Managing the financial aspects of a divorce might be as dealing with the feelings as essential. Transactions and accounts that are financial…
Predictions for 2018
2017 was a good year for the buy-and-hold investor where broad-based gains were captured across all major US & global equity markets. In addition, volatility…
US Dollar & Small Caps Could Surge With Tax Reform Being Passed
US Dollar has been flatlined for 3 years and steadily declining throughout 2017. The House has currently passed their version of a reform bill and…