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Articles by Bob Williams

5 Estate Planning Myths That Can Derail Your Estate Plan

9 days ago

You spend a lifetime earning, saving, acquiring. But the old adage is true—you can’t take it with you. So, what do you do with your assets when you’re gone? How do you want them distributed? That’s where a good estate plan comes in. However, some estate plans are based on ideas that just aren’t true. Plans are made based on emotion rather than logic, and that’s where the best-laid estate plans can go wrong.
Christopher D. Wright, JD is a CPA at Marks Paneth LLP. In more than 30 years of helping clients develop estate plans, he’s discovered 5 common misconceptions that should be avoided.
Myth #1:  An estate plan should be based solely on tax mitigation
No one likes to pay taxes and when you’re gone you want to leave as much to your heirs as possible, but escaping

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Monthly Macro Monitor – September (VIDEO)

24 days ago

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Alhambra CEO Joe Calhoun and Alhambra’s Bob Williams look at data from the past month and discuss what it means for the economy.

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Monthly Market Monitor – July 2020
Most Long-Term Trends Have Not Changed. A lot has changed over the last 4 months since the COVID virus started to impact the global economy. Asia was infected first with China at ground zero. Their economy succumbed first with a large part of the country shut down to a degree that can only be accomplished in an authoritarian regime.

Monthly Macro Monitor – August 2020
One of the advantages we enjoy here at Alhambra is the opportunity to interact with a lot of investors. We talk to

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12 States That Keep Retirement Dollars in Your Pocket

September 18, 2020

“Will I outlive my money?” That’s one of the biggest concerns for most retirees. There’s the high cost of medical care, which gets more expensive all the time. There’s inflation, which raises the cost of goods and services, eating into your retirement budget. And then, there’s taxes, which are as certain as death, and the politicians who want to raise them.
So, if taxes are an issue where you live, and you’re thinking about moving to a place that’s more economically friendly to your retirement savings—where do you go?
There are nine states that have no state income taxes:  Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming.
With no state income tax, you don’t have to worry about paying taxes on distributions from

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Medical Reimbursement Accounts

September 17, 2020

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5 Tax Strategies to Help you Hold on to Your Money in Retirement
What is retirement, really? We think we know. So, we do our best to prepare for both current circumstances and as many surprises as we can conjure up.  After all, with people living longer than ever before your money has to last longer than ever before.

Gratuitously Impatient (For a) Rebound
Jay Powell’s 2018 case for his economic “boom”, the one which was presumably behind his hawkish aggression, rested largely upon the unemployment rate alone. A curiously thin roster for a period of purported economic acceleration, one of the few sets joining that particular headline statistic in

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