The Morningstar Mirage
The Morningstar Mirage From: www.wsj.com Investors everywhere think a 5-star rating from Morningstar means a mutual fund will be a top performer—it doesn’t Millions of people trust Morningstar Inc. to…
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Congress passed Inflation Reduction Act of 2022. Here are 6 tax takeaways.
Congress passed Inflation Reduction Act of 2022. Here are 6 tax takeaways. From: natptax.com The Inflation Reduction Act (IRA) has just passed both houses of Congress and is expected to…
Justice Department Issues Web Accessibility Guidance Under the Americans with Disabilities Act
…goods and programs provided by government and businesses, including when offered or communicated through websites.” Finally, the guidance reviews the department’s ongoing work to advance website accessibility for people with…
Advisor Testimonial – David H. Morgan
Advisor Testimonial – David H. Morgan From: National Association of Certified Financial Fiduciaries David H. Morgan, MSFS, CEP® is a financial advisor who offers comprehensive, holistic wealth management that connects…
Read moreIs now the time for a sabbatical?
…an Extended Break Employees may have a couple of options when it comes to getting away for a while. A sabbatical is a period of employer-approved leave that may or…
4 Things to Do if Your Data Is Compromised
…companies have had their databases hacked recently. So what can you do if you think your personal data may have been compromised? Here are four key steps to take if…
Don’t Bother Trying to Pick Stocks
Don’t Bother Trying to Pick Stocks From: us.dimensional.com New Dimensional research shows that managers usually fall short when they try to outguess market prices. That’s good news for investors. If…
What Is the Maximum Possible Social Security Benefit in 2021?
What Is the Maximum Possible Social Security Benefit in 2021? From: money.usnews.com Here’s what you need to do to get Social Security payments for $3,500 per month or more. The…
What to Know About Taxes in Retirement
What to Know About Taxes in Retirement From: money.usnews.com Sometimes conventional wisdom isn’t necessarily wise. For years, many pre-retirees were counseled to expect living expenses of around 70 to 80…
The Folklore of Finance: Beliefs That Contribute to Investors’ Failure
…nearly two-year study that aimed to answer the question, What does true investment success look like?, Suzanne Duncan, global head of research at State Street’s Center for Applied Research, and…
