Easan Katir Wealth Management
Experience + AI
Life is good!
A long-time client is traveling and sent this view from her hotel window. She also plans to tour the Panama Canal to celebrate her 80th birthday.
What to do with cash now
Every day we shop, not in the grocery store, but in the biggest auction market on the planet, the US Treasury bond market. We search along the 30-year yield curve for the optimum place to park cash.
Jackson Lake Lodge
Simplify Tax Reporting
Simplify Tax Reporting
The pastoral scene in the banner is near Jackson Lake Lodge, where we go each summer in late August when the annual Federal Reserve Symposium is in full swing.
Simplify Tax Reporting
Simplify Tax Reporting
Simplify Tax Reporting
Soon our custodial broker will make available the completed Form 8949 which streamlines your tax reporting. Call for a 'how to use Form 8949 to simplify tax reporting.