2018 Tax Planning
As a result of new tax legislation that Congress passed [...]
Ten Principles for Effective Investing
Start now, not later. Set reasonable savings goals, and then [...]
Investment Alternatives
Market conditions are compelling investors to reassess their investment strategies. [...]
Year End Tax Planning 2010
This year in particular, year end tax planning is full [...]
Common 401(k)/403(b) Rollover Mistakes
Cashing out when changing employers: This act will cost you [...]
Asset Classes to Compensate a Weak Dollar
US Large Cap Stocks: Large US companies generate a significant [...]
Examining American’s Investing Habits
Faced with a turbulent stock market and an economy in [...]
Map Out Your Financial Planning Strategy
For those of you who have procrastinated in the past [...]
Asset Allocation and Rebalancing
Asset allocation is your target mix of stocks, bonds, and [...]
Taking Stock of Gains and Losses
By now you should have received your stockbroker's Form 1099-B. [...]