The Brexit and Its Lessons on Recency

Tag: wealth management

March 21, 2016  |  

Tax Efficient Way for Businesses to Support Deserving Students

The Educational Improvement Tax Credit (EITC) enables business owners to support over 1,200 Pennsylvania educational and not for profit organizations while receiving generous tax credits.  KEY TAKEAWAYS • Tax credits may be applied against a contributing business’s tax liability for the tax year in which the contribution is made. • Tax credits range from 75 […]

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January 26, 2016  |  

Expected Sources of Premium Stock Returns Part I: Managing the “Daring Adventure”

When Helen Keller said, “Life is either a daring adventure, or nothing,” she probably wasn’t thinking about the stock market … but she could have been. Recently, some investors have been wondering whether it still makes sense to pursue expected returns from small-company and value stocks. That’s understandable, as investing in these two asset classes […]

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January 14, 2016  |  

Have You Seen the Elephant?

According to historical folklore, a common question posed to a new soldier during the American Civil War was, “Have you seen the elephant?” It meant something like, “Have you met the enemy?” Camp newcomers who had not yet experienced direct combat were viewed skeptically until they had survived the stress and terror of battle. Those […]

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November 28, 2015  |  

The Safe Savings Rate

Key Takeaways • Where it all started–the safe withdrawal rate. • My transition to the safe savings rate—the amount of income you need to sock away for retirement. • A comprehensive financial plan is best, but off-the-shelf tools and two popular “rules of thumb” can help. The Safe Withdrawal Rate About 20 years ago, a […]

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