What’s Your True Tax Bracket? The Answer Might Shock You
- Forbes
Marginal tax rates drive choices about investment portfolios, Roth accounts, side gigs and charitable donations. Here’s how to calculate yours before you make any moves.
Check the background of this financial professional on FINRA's BrokerCheck
Some Additional Materials for Your Use
Easy-to-use calculators about related financial topics
Use Financial Calculators
- Forbes
Marginal tax rates drive choices about investment portfolios, Roth accounts, side gigs and charitable donations. Here’s how to calculate yours before you make any moves.
- Bloomberg
Long before the Great Depression or the 2008 financial crisis, the world endured its first truly global financial crash. In his new book, 1873: The Rothschilds, the First Great Depression, and the Making of the Modern World, Pulitzer Prize–winning author Liaquat Ahamed traces how a booming global bond market, railroad speculation and massive flows of capital helped fuel extraordinary growth before the bubble burst. At the center of the story were the Rothschilds, the powerful banking dynasty that helped transform government borrowing and global finance. Ahamed joins Bloomberg Businessweek Daily to discuss why 1873 still matters, how railroad mania compares with today’s rush into AI infrastructure, and what the era can teach investors about bubbles, monetary-policy mistakes and financial resilience.
- Investopedia
The principles that have kept Warren Buffett successful through several market crashes.

- Harvard Business Review
When life feels heavy, forced positivity won’t help—but resilient optimism can: seeing the challenge clearly while still believing that action can make a difference.
- Forbes
Medicare Open Enrollment for Part D drug plans in 2027 looks to mean fewer plans and higher premiums.