Why Should I Hire a Fee-Only Financial Advisor?
…some of their payment comes in the form of commissions. Quick FYI: “Fee-based” is not the same thing as fee-only. A fee-based advisor can charge client fees and receive commissions….
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It’s Always Tax-Loss Harvesting Season
It’s Always Tax-Loss Harvesting Season From: www.wealthmanagement.com Many investors implement a year-end tax-loss harvesting strategy with their municipal bond portfolio. Limiting loss harvesting to year-end, however, reduces its benefits. It…
Estate Planning for ‘Black Sheep’ Beneficiaries
Estate Planning for ‘Black Sheep’ Beneficiaries From: www.kiplinger.com Every family has one – or maybe more – black sheep. They’re people who march to their own drum, and handing them…
Burt Reynolds Omitted His Son from His Will
Burt Reynolds Omitted His Son from His Will (But it’s probably not what you think) From: www.wealthmanagement.com According to court documents obtained by The Blast, recently deceased star Burt Reynolds…
‘I’m Done With Crypto’: Voyager Bankruptcy Rocks True Believers
‘I’m Done With Crypto’: Voyager Bankruptcy Rocks True Believers From: www.fa-mag.com Crypto investors are known for their devotion, but their confidence is cracking as the latest company collapse rattles the…
What Will Social Security Look Like in 50 Years?
What Will Social Security Look Like in 50 Years? From: www.fool.com Every month, roughly 62.5 million people, most of them senior citizens, receive a Social Security benefit check. Better than…
2018 Capital Gains Tax Rates — and How to Avoid a Big Bill
2018 Capital Gains Tax Rates — and How to Avoid a Big Bill From: www.nerdwallet.com All about long-term and short-term capital gains tax rates, including what triggers capital gains tax,…
Gandolfini’s estate may take $30-million tax hit, report says
…a precious parking space, the document notes. Michael also automatically gets all of his dad’s clothing and jewelry, according to the court papers. (Quoted from http://www.foxnews.com/entertainment/2013/07/06/gandolfinis-estate-may-take-30-million-tax-hit-report-says/ on 7/14/13 @ 4:30pm)…
How the “Average Investor” Stacks Up
Business Insider • REMINDER: You Are ‘Shockingly’ Terrible At Investing From www.businessinsider.com Most people are just terrible at investing. One big problem is that investors often find themselves buying at…
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…
