The Stock Market History
The Stock Market History From: linkedin.com From the Roaring Twenties to the Tech Boom and beyond, witness the incredible journey of the stock market through time with this stunning visual…
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Estate Planning for Those in Their 30s, 40s and 50s
…of Florida. Together they purchased distressed commercial real estate, renovated it, and then sold the properties once the economy recovered. Their complimentary skills, Sam with his business and real estate…
The Folklore of Finance: Beliefs That Contribute to Investors’ Failure
The Folklore of Finance: Beliefs That Contribute to Investors’ Failure From: nytimes.com WHEN most people think of folklore, they think of ancient stories passed down through the ages. The tales…
Smith and Barid: Single people may need estate planning more than others
Smith and Barid: Single people may need estate planning more than others From: businessinsavannah.com No wife, no kids, no need for an estate plan, right? Wrong. Estate plans are actually…
Quantifying the impact of chasing fund performance
Quantifying the impact of chasing fund performance From: wealthmanagement.com Given many investors’ goal of maximizing return, it’s not surprising that some investors select funds based primarily on the funds’ recent…
Use A Legacy List To Give Loved Ones Peace of Mind
…each service (e.g., auto mechanic, heating and cooling repair company). When documents on your legacy list change, be sure to update the copy in your drawer, computer file or notebook….
Planning opportunities for the final tax return
Planning opportunities for the final tax return From: journalofaccountancy.com Final arrangements should include many tax considerations for the decedent and his or her survivors. Several tax attributes and related tax…
Social Security Combined Trust Funds Projection Unchanged
Social Security Combined Trust Funds Projection Unchanged From: 401kspecialistmag.com Projections in the Board of Trustees’ just-released 2020 report to Congress do not reflect the potential effects of the COVID-19 pandemic,…
Two Simple Steps Can Enhance Portfolios
Two Simple Steps Can Enhance Portfolios From: wealthmanagement.com The erroneous belief that active managers can’t beat their indexes has been a key driver behind a move into passive investments such…
Commentary: When It Comes Time to Buy, Will You Do It?
Commentary: When It Comes Time to Buy, Will You Do It? From: oceanparkam.com We have a question to ask you: when it comes time to buy, will you? What Just…
