Newsletters
“Where Did That Mutual Fund Go?”
Active management has yet another dirty little secret. Read on to find out what it is.
Read MoreGifting – Is the IRS discouraging your generosity?
Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!
Read MoreA Fool’s Game – Market Timing
I continually bang the drum of NOT attempting to time the market. Here’s why.
Read MoreSocial Security Timing – Getting it Right!
When should YOU begin taking Social Security? Read on to learn what you need to know!
Read MoreHow Much Impact Does the President Have on Stocks?
The election’s in the rearview mirror. So, what impact we can expect? Read on to learn about the Presidents’ historical impacts on stocks.
Read MoreTo Roth or not to Roth, that is the question!
Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!
Read MoreQuarterly Market Review – Third Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2020.
Read MoreFollow the Rising Stock—OR DON’T!
Investing in the big companies is all the rage. Take a look at how this has turned out over time.
Read MoreWatch Out for Tax Torpedoes when Collecting Retirement Income
The Tax Torpedo is a special animal that the pre-retiree does not encounter. What is it, and how do you avoid it? Read on to find out!
Read MoreDollar Cost Averaging vs Lump Sum Investing
Dollar-cost averaging is an outstanding strategy to use when investing over time. However, the data suggests lump-sum investing may be a better option when dealing with large cash inflows.
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