Just when we thought we had handled the DOL mandated changes to our IRA fee payment arrangements, a new tax code comes along and changes everything... literally.
- Vitaliy Katsenelson, CFA
Bitcoin and cryptocurrencies are just the Beanie Babies of the moment
If you invested in the markets circa 1999, it is hard to observe the Bitcoin mania and not experience the feeling that you’ve seen this movie before and know how it will end – in losses and tears.
With the newly passed tax reform bill, the Tax Cuts and Jobs Act (TCJA), now is the time to start thinking about how this will affect you so that you can plan ahead for the outcomes you will
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Jan 21, 19:43 pm
Re-thinking IRA Fees and Tax Free Income In The New Tax Code Environment
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Jan 21, 19:35 pm
Bitcoin and cryptocurrencies are just the Beanie Babies of the moment
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Jan 03, 15:52 pm
Here's how the tax reform plan could affect you
- Vitaliy Katsenelson, CFA
Bitcoin – Millennials Fake Gold
I’ve been asked about Bitcoin a lot lately. I’ haven’t written anything about it because I find myself in an uncomfortable place in agreeing with the mainstream media: It’s a bubble.
- Matthew Edward
She Says she Knows What Women Want
Financial guru Suze Orman believes women bring a different mindset to the fiscal table. She argues that there's a sharp difference in how men and women invest for the future.
It’s hard to decide on a single reason that we need more genuinely-committed elder care specialists in the financial planning industry. Is it simply based in numbers, because over 13% of the
- Rich M. Groff II
Behind On Retirement Financial Goals?
3 Ways To Avoid Discouragement. If you’ve taken a look at the balance in your retirement savings lately and you’re feeling discouraged, you may not be alone.
- Leo LaGrotte
Refinancing Your Home as A Senior: Reverse Mortgages
Keeping up with residential maintenance can get difficult for seniors for all kinds of reasons, from physical to financial. As an advisor, you know the state of your client’s finances and are well
- Steven Selengut
What if the Stock Market Bombs Tomorrow?
Most of you have been smiling this year as your monthly statements have been boasting new all time high market values, growing income streams, and unusually high profit taking levels in
- Advisors Magazine
4 Reasons A Life Insurance Policy Could Be Your Retirement Salvation
Americans worry a lot about retirement.
It's a widely-held misconception that those with good credit have a better grasp of managing their finances. In a recent consumer survey from Marcus by Goldman Sachs®*, 34 percent of
- Advisors Magazine
Combating Inflation
Many investors fail to take inflation into account. That’s not surprising, given that inflation has remained stable since 1980, and the 1970s “stagflation” era—which saw inflation rates climb higher than 12 percent for a brief time in 1979—is a distant memory.
- Advisors Magazine
How To Decide Who Merits Your Money
As You Ponder Your Legacy. Not long ago, Jeff Bezos took to Twitter to ask the world for charitable-giving ideas.
- Matthew Edward
Credit Restrictions Conjures Up Alternative Financing*
Credit crunch solutions seem to be the wave of the future when it comes down to alternative financing, specifically for highly-leveraged companies in Corporate America today. D.C. Firms finds
- Advisors Magazine
Why Every Small Business Owner Should Consider Hiring an Accountant
After the economic slump of 2008, the economy has slowly recovered and in recent years, small businesses are now on the rise. Millions of people have pulled themselves up by their
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