August 15, 2019 |
Key Questions for the Long-Term Investor
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.
August 8, 2019 |
Capital One Data Breach
As you may have seen on the news, Capital One experienced a significant data breach on March 22 and 23 exposing the personal information of nearly 106 million of its customers and applicants. How to find out if your information was stolen Capital One said it will contact by letter all U.S. individuals whose Social […]
August 1, 2019 |
Planning Your Financial Future One “Step Up” At a Time
The answer to this question is tax planning, and the “step up in basis” rules could be a significant opportunity.
July 18, 2019 |
Financial Tips for Recent College Graduates
Every student’s financial situation is different. Here are some tips that young people can use to get their financial lives off to a great start.
July 5, 2019 |
Thinking About Relocating to a Zero-Tax State?
If you are considering moving to a no tax state, it’s not as simple as just buying a property and claiming that you are a resident.
July 2, 2019 |
Timing Isn’t Everything
The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully timing markets, however, isn’t as straightforward as it sounds.
June 20, 2019 |
Protecting Assets from Nursing Home Costs
Some healthy reminders.
June 8, 2019 |
New Regulations Won’t Help
Lost amid last week’s hectic news cycle was a very important development for investors and their financial advisers.
June 6, 2019 |
The Randomness of Global Equity Returns
Investment opportunities exist all around the globe.
May 21, 2019 |
The Uncommon Average
When setting expectations, it’s helpful to see the range of outcomes experienced by investors historically.