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15 Apr 2019 No Comments

IWM 2Q2019 Market & Economic Review Newsletter

IWM 2Q2019 Market & Economic Review (click here)…

15 Apr 2019 No Comments

IWM 1Q2019 Investment Insights Newsletter

IWM 1Q2019 Investment Insights Newsletter (click here)…

28 Mar 2019 No Comments

Health Savings Accounts Can Reduce Tax Bills. But Beware the Paperwork.

At this time of year, many people are looking for ways to reduce their tax bills. One option may be to make a contribution to a health savings account. You […]

28 Mar 2019 No Comments

The wash-sale rule is a nasty little piece of tax code

The saving grace of making a poor stock or mutual fund investment in a taxable brokerage firm account is that you at least get a capital loss when you sell. […]

28 Mar 2019 No Comments

Reporting Charitable IRA Distributions on Tax Returns Can Be Confusing

Taxpayers need to be careful when reporting charitable gifts from their IRA on their tax returns, or they may end up overpaying Uncle Sam. Read Full Article Here… Written By: […]

22 Oct 2018 No Comments

IWM 4Q2018 Market Analysis

IWM 4Q2018 Market Analysis (click here)…

22 Oct 2018 No Comments

IWM 4Q2018 Investment Insights

IWM 4Q2018 Investment Insights (click here)…

22 Oct 2018 No Comments

IWM 3Q2018 Market and Economic Review

IWM 3Q2018 Market and Economic Review (click here)…

7 Sep 2018 No Comments

Why (Prudent) Spending Rates Matter More Than Savings Rates

The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual […]

7 Sep 2018 No Comments

75 Must-Know Statistics About Long-Term Care: 2018 Edition

If there’s a single unsolved problem in the retirement plans for many middle- and upper-middle-income adults, it’s what to do about long-term care costs later in life. Very high-income, high-net-worth […]