Financial Perspectives

with Michael Dubis, CFP

December 2016


Book recommendations for a personally and financially successful 2017

As you might know I have a hunger for reading, but more importantly it’s a hunger for actually thinking about what I read and then doing something with it.

Posted at 12:25 PM | Permalink | Comments


Year-end tax ideas — be careful about speculating on Trump’s policies

It’s time to start making year-end tax plans. There is a lot of opinion and speculation on President-elect Trump’s policies and I think some investors are making decisions without knowing for sure what the actual policies will be. We’re a long ways away from actual law changes.

Posted at 10:27 PM | Permalink | Comments: 1

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About This Blog

It is an understatement to say the world has experienced a radical shift in capital markets. There are more layers of information and opinions on the direction of the world than we've seen in decades. The internet and the media do not always make it easier, but Michael Dubis' contribution through IB blogs will help you sift through the noise and give you some perspective. You can find his company online.

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