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Why I Don't Invest in Crypto
(Main Content/blog)
... the crypto lobbying groups, warned the industry: "If we don't start planning and taking action soon, we have everything to risk." One reason so many people are passionate about cryptocurrencies is the ...
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Higher Interest Rates Could Hammer Stocks
(Main Content/blog)
... is not deeply rooted, it could still do real damage to the economy. How? By influencing expectations: If businesses assume inflation will keep rising, they'll plan to raise employee salaries, and they'll ...
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Will Biden Double the Capital Gains Rate?
(Main Content/blog)
... doubled. Such a tax hike is part of President Biden's plan to raise trillions of dollars of revenue to fund multi-trillion-dollar infrastructure and social programs. The proposed capital gains increase ...
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How to Invest for Inflation
(Main Content/blog)
... 12 months. So you might not want to rush into building that new home, or even that deck you’ve been planning. But what does consumer price inflation mean for you as an investor? ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... plan. ...
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Use Tax Planning to Grow Wealth Faster
(Main Content/blog)
... approaching, now's the time to pull the levers that enable you to do just that. Here are some tax-planning strategies you should consider implementing. 1. Give stock, don't sell it. Selling a large taxable ...
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Capital Gains Tax Hike a Possibility
(Main Content/blog)
... In particular, tax reform is a major part of Democratic presidential nominee Joe Biden's plans. And one of his most ambitious proposals involves raising the long-term capital gains tax rate for households ...
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Should You Invest in Real Estate?
(Main Content/blog)
... a property unless I can gross more than 12% or 14%, and earn a net profit hopefully above 6% or 7%. Plan on doing a lot of the minor repairs yourself in order to keep expenses down and maximize your profit. ...
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Reaching Your Goals Vs. Spinning Your Wheels
(Main Content/blog)
... not only have a vision, but who work with experts who can help them create and execute a plan. Achieving big life goals usually means creating the means to pay for them. And that is where the guidance ...
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The Biggest Mistakes Investors Make
(Main Content/blog)
... employer-sponsored retirement plan when you leave a job. But doing that can set your retirement savings way back. If you're below retirement age, and cash out $10,000 from your 401(k), for example, you ...
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Why a Year-End Financial Checkup Is Smart
(Main Content/blog)
... about reaching your financial goals. 1. Plan to avoid retirement-account withdrawals that will trigger taxes. Often, end-of-year distributions from IRAs and other retirement accounts will cause Social ...
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Be Smart About Your Tax Windfall
(Main Content/blog)
... pay because of withholding adjustments in the wake of the new tax reform law. Second, you may be anticipating a nice fat tax refund from the IRS in a few weeks. Without a plan for what to do with this ...
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Seeking Diamonds in the Rough for 2018
(Main Content/blog)
... has been coming back after years of stagnation. Exxon also plans to merge its refining and marketing businesses, potentially leading to a significant cost cut. While it's largely dependent on what fuel ...
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Why Your Advisor Should See Your Taxes
(Main Content/blog)
... must see your tax return in order to provide you with the best investment advice. It's the reason that, although I'm primarily an investment advisor and planner, I personally help with many of my clients' ...
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Should You Buy the Trump Rally?
(Main Content/blog)
... versus its 1% to 2% pace of the past several years. Those expectations are based largely on the fact that Trump plans to ease regulatory pressure on business. With banks and energy companies having fewer ...
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Will Wall Street Clean Up Its Act?
(Main Content/blog)
... included. The rules only cover 401(k)’s, IRAs and certain other retirement plans. Second, brokers will still be allowed to earn sales commissions. Yes, they will have to sign a contract asserting that ...
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How Will the Election Affect the Market?
(Main Content/blog)
... than to obsess over how the election will affect the markets. What’s in your control? Having a financial plan. Saving enough money. Having a professionally managed investment portfolio that balances risk ...
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How to Invest in a Tough Market
(Main Content/blog)
... you are honest and open about your financial situation, your goals and your tolerance for risk. For example, if you're planning to buy a home in a few months, a good advisor will tell you to keep your ...
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Improve Your Financial Health in 2016
(Main Content/blog)
... the more you save, the more money you'll have available to work for you. The key is to have a well-thought-out plan and to stick with it. Your advisor can help you create a portfolio customized to your ...
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How Much Should You Save For Retirement?
(Main Content/blog)
... more runway to save for it. But distribution planning is just as important for older clients too, because they'll want to make sure they don't outlive the savings they've got. I always explain to clients ...