Alhambra’s Bob Williams answers the question, “What do I do if I choose the wrong Medicare Plan?”.Read More »
Articles by Marcelo Perez
Alhambra CEO Joe Calhoun talks about last week’s rise in bond yields and what it means.Read More »
An exclusive “Hedgeye Investing Summit” interview between Joe Calhoun, Founder & CEO of Alhambra Investments, and Hedgeye CEO Keith McCullough.
Alhambra’s Bob Williams has a list of considerations to help you determine your perfect retirement age.Read More »
Alhambra CEO Joe Calhoun discusses zooming out on the market, and what the 10-year treasury is saying about future growth, inflation, the dollar, and oil.Read More »
Alhambra CEO discusses Evergrande, the big jump in 10-year Treasury yields last week, the US Dollar trend, and what to look for if investing right now.Read More »
Alhambra’s Bob Williams explains whether the timing of taking a Social Security benefit will affect the amount received by their spouse.Read More »
Alhambra CEO Joe Calhoun discusses China’s Evergrand, this week’s Fed meeting, the overpriced stock market, and the latest CPI numbers and reports.Read More »
Alhambra’s Bob Williams describes the difference between Common and Solemn Probate and the pros and cons of each.Read More »
Alhambra CEO Joe Calhoun responds to questions about a slowing economy, long-term economic impacts of COVID, stock prices and the business cycle.Read More »
Alhambra CEO Joe Calhoun talks about last week’s surprising market reaction to the unemployment numbers and why it’s important to study the bond market.Read More »
Alhambra CEO Joe Calhoun discusses last week’s Jackson Hole Fed Meeting, the myth that the Fed controls the economy, and current info on the economy, asset prices, and Core Capital Goods.Read More »
In 1983, the United States changed the rules of engagement when it unveiled the first Stealth Aircraft—the F-117 Nighthawk. The goal was to make a plane that was undetectable to the enemy. The new design didn’t make it completely invisible to radar, but it made detection much more difficult.
It’s possible you may have to deal with some stealth attacks against your income. Like the Nighthawk, Stealth Taxes are not completely invisible, but detection is difficult if you’re not looking for them and they can sneak up on you during your working career or in retirement. Without an advance battle plan, these Stealth Taxes can increase your income tax liability and reduce after-tax retirement income.
10-Year Payout Rule
This is the newest of the Stealth Taxes. It’s a result of the SECURE Act
Alhambra CEO Joe Calhoun discusses last week’s uptrend in the dollar, the falling growth cycle in the economy, interest rates, and gold.Read More »
Alhambra’s Bob Williams answers a question about collecting a Social Security Survivor Benefit on an ex-spouse’s work history if you’ve been remarried after the divorce.Read More »
Alhambra CEO Joe Calhoun talks about the 50-year anniversary of coming off the gold standard, and market-based dollar pricesRead More »
Probate is a term most people have heard. It’s the court process required to settle an estate when a Will was used as the estate planning tool. What most people don’t know is that there are two types of probate—Common and Solemn. The executor chooses the one that is most appropriate.
Common probate is used most often. It’s the easiest. The executor can settle the estate with no one else involved. There’s no requirement to notifying any heirs, beneficiaries, or creditors of the estate. The executor works directly with the probate court. And usually, there’s no problem. But if the Will falls into the three percent that is contested every year, then probate can become a lengthy process.
The statute of limitations for contesting a Will under common probate varies from state to state. It might
Alhambra CEO Joe Calhoun weighs in on all the post-pandemic discussion about a New Normal in the financial markets.Read More »
Alhambra’s Bob Williams discusses whether a trust should be your IRA beneficiary rather than an individual.Read More »
Alhambra CEO Joe Calhoun talks about investors panicking “in” to markets instead of out.Read More »
Alhambra CEO Joe Calhoun discusses the quick dip and recovery that happened last week and what investors should do when considering what to buy.Read More »