Remember the Last Global Pandemic? Probably Not
Remember the Last Global Pandemic? Probably Not From: www.bloomberg.com In 2009, a new strain of H1N1 influenza emerged. It did not cause anywhere near the disruption that Covid-19 has, and…
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Top 10 Things to Know About Building a Diversified Portfolio
Top 10 Things to Know About Building a Diversified Portfolio From: www.morningstar.com Here’s how some key asset classes fare as portfolio diversifiers and what that means for building your portfolio….
Top 6 Tax Changes You Should Know About for 2022
…have changed. Have a look at the table below to compare this year’s EITC requirements to last year’s. Requirements 2021 EITC 2022 EITC Maximum credit amounts $1,520-$6,728 $560-$6,935 Age limit…
Which Type of Dividend Fund Do You Prefer?
Which Type of Dividend Fund Do You Prefer? From: www.morningstar.com They may carry the same name, but not the same investment approach. The ETF Advantage Last week’s column “Are Dividend…
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…
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….
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…
Why Do Investors Focus on the Wrong Things?
Why Do Investors Focus on the Wrong Things? From: www.behaviouralinvestment.com “Nothing in life is as important as you think it is while you are thinking about it.” – Daniel Kahneman…
After The SECURE Act: 6 Rules You Need To Know About Mandatory Distributions From IRAs And 401(k)s
After The SECURE Act: 6 Rules You Need To Know About Mandatory Distributions From IRAs And 401(k)s From: www.forbes.com Retirement planning is about more than just saving money – it’s…
