Current Affairs

26 Mar 2018 No Comments

A ‘dead’ home-equity tax deduction sees new life due to IRS

President Trump’s new tax law has caused concern among homeowners looking to borrow against the equity in their houses. The legislation appeared to eliminate the deduction taxpayers get for the […]

26 Mar 2018 No Comments

‘Nightmare’ for bonds ahead? How to explain it to clients

As investors have recently rediscovered, stocks have risks. So do bonds. When Fed Chairman Jerome Powell recently hinted his agency could boost rates as many as four times this year, […]

30 Jan 2018 No Comments

What Drives Long-Term National Debt Growth?

With the current 106% debt-to-GDP ratio, there’s no doubt that today’s government debt is high. The last time the United States reached this mark, it was during the aftermath of […]

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

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 […]