Today we’re going to cover an important topic regardless of market performance: putting an estate plan in place. It’s not the most scintillating or upbeat topic but is critical.
From mid-1970 through October 2018, the US focused portfolio had a 9.8 percent annual return. The global one averaged 9.7 percent per year. In short, the portfolios performed almost exactly the same.
When the new tax law was enacted almost a year ago, your take-home pay probably increased. My concern is that the changes will result in millions of taxpayers owing in April.
With many investment categories currently down for the year, now could be an ideal time to rebalance your portfolio. If you’re a casual investor, you may have heard about rebalancing, wondered what it means, and questioned whether it applies to your situation. In this column we will cover the basics of rebalancing and also investigate whether your investments require it.
Savers can now earn a modest return. But you still have to work at it. If you’re banking with one of the massive banks, you’re settling for less than you deserve.
Last week the stock market continued its October rout as the S&P 500 neared a 10 percent correction from last month’s highs. How should we react to this bad news?
While giving is primarily inspired by our desire to help others, getting a tax break in April is frosting on the cake.
With the fall semester underway, most college-bound seniors are enjoying their last year of free education. Parents know too well that big costs loom. In my experience, people in their 30s and 40s worry more about paying for kids college…
To take a sabbatical, build financial independence. Seek out sabbatical friendly companies. Take advantage of natural transitions. And know tricks of the trade.
With the passage of the Tax Cuts and Job Act last December, we now live in a new tax world for individuals and businesses. Many hoary rules of thumb for tax smart decisions have suddenly changed. Most of you will…