by Justin Knapp | Nov 8, 2017 | Current Affairs, Financial Articles
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 more than 400 percent since the March 2009 low, any money in taxable accounts has likely...
by Justin Knapp | Nov 8, 2017 | Current Affairs, Financial Articles
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, and they constantly impede our ability to make the best decisions about our careers, our...
by Justin Knapp | Nov 8, 2017 | Current Affairs, Financial Articles
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 to max out their retirement savings have the ability to contribute an additional $500 to their 401(k)...
by Justin Knapp | Nov 8, 2017 | Current Affairs, Financial Articles
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 in the narrowest sense: Regulatory and technological change has made an exact repeat of that terrible...
by Justin Knapp | Aug 10, 2017 | Current Affairs, Financial Articles
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 this year quickly revealed how much I didn’t think to consider in terms of transitioning my...
by Justin Knapp | Aug 10, 2017 | Current Affairs
The massive empires of business tycoons like Bill Gates, Warren Buffett, and Jeff Bezos are continually topics of discussion throughout the world, but much less attention finds its way towards the largest personal fortunes at the state level. That’s because while some...
