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9 May 2019 No Comments

2019Q2 IWM Planning News

15 Apr 2019 No Comments

IWM 1Q2019 Investment Insights Newsletter

IWM 1Q2019 Investment Insights Newsletter (click here)…

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: […]

23 Jul 2018 No Comments

IWM 3Q2018 Investment Insights Newsletter

IWM 3Q2018 Investment Insights Newsletter (click here)…

23 Mar 2017 No Comments

4th Quarter 2016 IWM Market Analysis

4th Quarter 2016 IWM Market Analysis (click here)

22 Sep 2016 No Comments

How much money should you leave when you die?

Here is a great story and discussion about a 77-year librarian who left his entire $4 million estate to his alma mater, which is also where he worked. Read Full […]

22 Sep 2016 No Comments

How to protect yourself from fraud by your own bank

We often worry about having to monitor our bank and credit card accounts from identity theft or outside fraud. But no one ever warned us about having to worry about […]

6 Jul 2016 No Comments

Why the Stock Market Makes You Feel Terrible Every Single Day

“The one rule I have is I give very general instructions to my financial advisor, and then I don’t monitor it. I think that’s good, both because it causes more […]

6 Jul 2016 No Comments

Is Your Portfolio Getting Enough Sleep?

“Ultimately, nothing should be more important to investors than the ability to sleep soundly at night.” – Seth Klarman We could all use more sleep.  The older we get, the […]