Financial Articles

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 […]

10 Aug 2017 No Comments

Four Things I’ve Learned About the Finances of a Surviving Spouse

Having worked in the financial field for more than more 20 years, I had some knowledge of what to do when a person dies. The passing of my father-in-law earlier […]

2 Jun 2017 No Comments

Chart: Where is Global Growth Happening?

According to forecasts from earlier this year by the World Bank, the global economy is expected to average a Real GDP growth rate of 2.8% between 2017-2019. But where will […]

2 Jun 2017 No Comments

$20 Trillion of U.S. Debt Visualized Using Stacks of $100 Bills

For most people, our experiences in everyday life are with using lower numbers like one, two, or ten. We not only comprehend what it means to buy five apples, but […]

12 May 2017 No Comments

Chart: Here’s How 5 Tech Giants Make Their Billions

Please see (the chart of the week here)… Published By: Visual Capital  

24 Apr 2017 No Comments

When ‘Enough’ Doesn’t Have to Mean ‘More’

In retirement, a writer’s life, once filled with competition, gives way to contentment. Robbie Schell wrote this article reflecting on retirement and the mind set needed to succeed at it. […]

24 Apr 2017 No Comments

2nd Quarter 2017 IWM Insights Newsletter

2nd Quarter 2017 IWM Insights Newsletter (click here)…