Investing, Tips and Tricks
Charitably inclined investors who are age 70.5 or older may benefit from making a Qualified Charitable Distribution from their IRA (excluding Roth IRAs). This is a popular way for you to support your favorite charities while reducing your AGI. The decision and...
Family and Finances, Life Events, Tips and Tricks
There has been an increase in fraudulent and criminal activity. Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide you through the common threats and scams, helping ensure that you are informed and actively...
Investing, Tips and Tricks
Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come out, including the newest...
Investing, Tips and Tricks
“The market hates uncertainty” has been a common enough saying in recent years (even by me), but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence....
Investing, Tips and Tricks
It’s all in a name. Until, well, it’s not. Imagine this: You sit down to select a mutual fund to invest in, and after looking over a few options, you select the one with the word “preservation” in the description. Why? Well, it says “preservation” and, with the market...
Market Events, Tips and Tricks
As of yesterday’s close, U.S. stocks have fallen over 10% from their peak in late January (officially in “correction” territory). Given the smooth ride the market gave us in 2017, this recent volatility has spooked investors and have led many to feel compelled to “do...