April 10, 2019 |
IRS Issues Annual List of Tax Scams
The IRS recently issued its annual list of tax scams.
Financial Planning, Investment Management, Retirement Planning, Wealth Management, Wealth Preservation
Category: Investment Management
March 7, 2019 |
Why Can’t We Keep Our Financial Resolutions?
10 popular personal New Year’s resolutions applied to financial planning.
Financial Planning, Investment Management, Wealth Management
March 3, 2019 |
There’s Still Time to Contribute to an IRA for 2018
Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2018.
Financial Planning, Investment Management, Wealth Management
February 26, 2019 |
Don’t Let Alphabeticity Bias Cloud Your 401(k) Investment Selection
Funds listed at the beginning of 401k plan menus are selected significantly more compared to funds listed towards the end of plan
February 17, 2019 |
Déjà Vu All Over Again
Investment fads are nothing new.
February 12, 2019 |
Loss Harvesting Season Is All Year Long
Don’t just wait for December to take advantage of great tax mitigation opportunities.
January 23, 2019 |
The Connection – Basic Fundamentals & Advanced Techniques
Joe Humphreys’ life long adage applies to life, on and off the stream.
Financial Planning, Investment Management, Wealth Management
September 22, 2018 |
Why Is My Portfolio Diversified?
Diversification means more than the S&P 500.
September 6, 2018 |
The ABCs of Education Investing
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.
Financial Planning, Investment Management, Wealth Management
July 18, 2018 |
The Value Premium – Where Is It and What It Means
Are periods of underperformance in the value premium that unusual? We can look to history to help make sense of this question.
Charitable Giving, Financial Planning, Investment Management, Wealth Management