Author: kwsm

Every year around this time, the current presidential administration releases a set of tax-related proposals, essentially a wish list for tax legislation for the coming year. These so-called ‘green books’ … Read More

We should probably get this out of the way at the beginning: nobody should expect that 10% quarterly gains in the stock market will continue forever, or even for the … Read More

There are obvious advantages to working past the typical retirement age of 65. First, in many people’s minds, is money. Making an income and continuing to save while not drawing … Read More

There are two kinds of investors. Passive and active. This is somewhat of an oversimplification, but essentially there are those who believe in owning broadly diverse funds with low administrative … Read More

It’s not generally known that the number of publicly-traded stocks has fallen substantially, from more than 8,000 in 1996 to roughly 3,700 today. Does that mean that there are fewer … Read More

Leftover Rollover Suppose you’ve been contributing to a 529 college savings plan, but your son or daughter doesn’t use all the money for tuition, books etc. Do you just ask … Read More

We’re all accustomed to thinking of China as the fastest-growing economy in the world, but recent events have had global investors rethinking that story. At the start of the year, … Read More

On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things … Read More