- Advisors Magazine
Can I Deduct My IRA Management Fees?
Here's a "retirement" plan strategy suggestion for you to consider, but only after discussing the deductibility aspect (as opposed to the investment aspect) with your accountant:
- Merilee Kern, MBA
5 Steps Helping Ensure Adequate Retirement Income
Expert tips for cultivating a nest egg that ‘really’ meets your nearing retirement needs
- 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
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Sep 27, 09:08 am
Can I Deduct My IRA Management Fees?
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Sep 19, 12:28 pm
5 Steps Helping Ensure Adequate Retirement Income
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Sep 18, 09:18 am
What if the Stock Market Bombs Tomorrow?
- Advisors Magazine
4 Reasons A Life Insurance Policy Could Be Your Retirement Salvation
Americans worry a lot about retirement.
- Advisors Magazine
World leaders are taking investors down a dangerous economic path
Conditions for investors around the world are getting worse.
- Advisors Magazine
Don’t Let The Latest Natural Disaster Dictate Your Investment Decisions
The United States has experienced its share of natural disasters lately
- Vitaliy Katsenelson, CFA
SoftBank CEO Masayoshi Son Banks on Exponential Growth
I am about to go out on very thin ice. I am a value investor, but I’ll probably get banned from the value community for what I am about to say: Current valuations don’t mean much for companies
- Vitaliy Katsenelson, CFA
Good Companies Don’t Always Make Good Stocks
I was recently going through a new client’s portfolio and found it full of the likes of Coca-Cola, Kimberly-Clark and Campbell Soup — what I call (pseudo) bond substitutes. Each one is a stable and mature company. Your mother-in-law would be proud if you worked for any one of them.
The banking and credit union worlds are as much the same as they are different. Both are eager to earn your business and to provide you with loans, mortgages, savings and checking accounts. With that said, there are some significant differences between the two financial institutions.
- Steven Selengut
What if the Markets Correct 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 normally defensive securities like Closed End Income Funds.
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
3 steps to help freelancers and gig economy workers avoid a tax blunder
More and more people are earning extra cash by freelancing in the sharing economy. That may mean writing on the side, playing music on the weekends, driving for ride-sharing services like
- Nicholas Haberling
The Annuity Puzzle
The secret to a secure retirement or just another overpriced financial instrument? As life expectancy in the United States continues to rise, experts in the financial services
- A.M. Lehner
Finances in black and white
Many advisors stretch the meaning of “Fiduciary,” but not George Foley. For George Foley, chief investment officer of Dillon Capital Management, being a fiduciary leaves no room for equivocation.
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