Posts by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer
The AI Capital Spending Boom: Historical Parallels & Market Risks
Is the AI capital spending boom a bubble? We compare the massive $1 trillion spending surge to historical tech booms to identify risks.
Read MoreHow Much Will Healthcare Cost in Retirement?
High healthcare costs in retirement can make or break your retirement plan. How can you anticipate uncertain medical expenses?
Read MoreTax Law Changes From the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill simplifies tax planning with low tax rates and other benefits for retirees and business owners.
Read MoreTop Wealth-Building Benefits for Allstate Directors and Executives
Allstate offers several wealth building benefits for Allstate Directors and Executives. Learn more about how to maximize your Allstate executive benefits.
Read MoreWhy Corporate Executives Need to Plan Around RMDs Now
Corporate executives in the prime of their careers might not think it’s important to think about RMDs that won’t happen until they’re in their 70s. But by not planning for future RMDs may put the executive at risk of paying unnecessarily higher income taxes in retirement. This article explains the tax risk that RMDs may cause, and highlights a strategy to lower the impact of those taxes.
Read MoreHow Will DOGE Impact the Market and Economy?
The Department of Government Efficiency “DOGE” is expected to have a significant impact on markets and the economy. For starters, it’s possible that a significant cut-back in spending will create a recession. We explore this possibility, along with other ways that DOGE could impact the U.S. budget deficit, Social Security, future tax rates, and more. Finally, we explore the potential impact of tariff wars on consumer inflation.
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