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16 Jan 2018 No Comments

Fed Rate Hikes Don’t Have to Translate to Bond Losses

In Periods of Rising Rates, Higher Income Can Help Keep Returns Positive As the Fed continues on a path of gradually raising interest rates, many investors are moving to cash, […]

8 Jan 2018 No Comments

The Impossible Reality of Long-Term Care Planning

Unless you’re very rich or very poor, you should be looking into all of the long-term care possibilities out there. Because of the costs and complexity involved, the choice isn’t […]

8 Jan 2018 No Comments

Estate planning: How to “death clean” your finances

The most sweeping tax overhaul in three decades will make big changes to how families pay their taxes. The bill lowers tax rates for all income groups, but caps or […]

8 Jan 2018 No Comments

Warren Buffett Shares the Secrets to Wealth in America

I have good news. First, most American children are going to live far better than their parents did. Second, large gains in the living standards of Americans will continue for […]

8 Jan 2018 No Comments

What 2018 Tax Reforms Mean for Investors

Key Takeaways Tax reform presents important changes for investors, while also preserving several areas some thought could change. 529s get more useful, while 401(k) plans remain mostly unchanged. Business owners […]

30 Nov 2017 No Comments

Bitcoin: Everything You Need to Know

The digital currency bitcoin jumped to a fresh high above $11,000 Wednesday before quickly dropping below $10,000 again. Its outsized gains this year however are sparking curiosity. If you’re curious but […]

8 Nov 2017 No Comments

With stocks at record highs, maybe it’s time to give some assets away

Giving away stocks, or other appreciated assets is an especially timely move to consider before year end. With the S&P 500 index up more than 300 percent and the Nasdaq […]

8 Nov 2017 No Comments

These Five Cognitive Biases Hurt Investors the Most

There is no shortage of cognitive biases out there that can trip up our brains. By the last count, there are 188 types of these fallible mental shortcuts in existence, […]

8 Nov 2017 No Comments

It’s Official, the 2018 401(k) Contribution Limit Is Increasing

For the 2018 tax year, the IRS has increased the employee 401(k) contribution limit to $18,500 to keep up with the rising cost of living. This means savers who want […]

8 Nov 2017 No Comments

A Stock Market Panic Like 1987 Could Happen Again

Oct. 19, 1987, was one of the worst days in stock market history. Thirty years later, it would be comforting to believe it couldn’t happen again. Yet that’s true only […]