Disability Insurance: Protecting Your Largest Asset

Month: September 2016

September 12, 2016  |  

Is Survivorship Bias Haunting Your Investment Choices?

I’ve written before about behavioral biases, and how they can trick you into abandoning your investment resolve. For example, it’s easy to succumb to recency bias, giving breaking news more weight than it deserves in your financial plans. Or we regularly see investors fall for herd mentality, chasing and fleeing popular but ill-fated trends. As if our human foibles weren’t enough, the data we […]

,

September 1, 2016  |  

Can I Make Charitable Contributions From My IRA This Year?

Yes, if you qualify. The law authorizing qualified charitable distributions, or QCDs, has recently been made permanent by the Protecting Americans from Tax Hikes (PATH) Act of 2015. You simply instruct your IRA trustee to make a distribution directly from your IRA (other than a SEP or SIMPLE) to a qualified charity. You must be […]

, ,