by Justin Knapp | May 5, 2015 | Financial Articles, Quarterly Newsletters & Planning Alerts
1Q2015 IWM Investment Insights (click here)
by Justin Knapp | Mar 11, 2015 | Current Affairs, Financial Articles
With the six-year bull market in stocks getting old, people are starting to wonder how they should prepare for a possible bear market. The answer: Not the way you think. The biggest mistake ordinary investors make, aside from not saving enough, is trying to predict...
by Justin Knapp | Mar 11, 2015 | Current Affairs, Financial Articles
There are 22 “chief market strategists” at Wall Street’s biggest banks and investment firms. They work at storied firms such as Goldman Sachs and Morgan Stanley. They have access to the best information, the smartest economists, and teams of...
by Justin Knapp | Mar 11, 2015 | Financial Articles
A new government report shows many seniors are taking out reverse mortgages on their homes without fully understanding the ramifications, leading to foreclosures among borrowers and a tangle of problems for heirs after the borrower dies. “Consumer complaints tell us...
by Justin Knapp | Jan 21, 2015 | Current Affairs, Financial Articles, Retirement
Here we go again. During past bull markets, many Americans nearing retirement fleetingly acquired a nest egg adequate for later life. Then, as quickly as that nest egg came, it went—leaving behind regret, sleepless nights, and in the worst case, panic selling near the...
by Justin Knapp | Dec 15, 2014 | Current Affairs, Financial Articles
What’s worse than paying taxes? Not paying any taxes at all and wasting a great opportunity. Suppose 2014 is a year when you’ll have little or no taxable income. Perhaps you’re out of work. Maybe you just retired, and you haven’t yet claimed Social Security or tapped...
