A major shortcoming of the traditional four percent retirement rule is that you are subject to sequence of return risk. A major market correction at an inopportune time drastically increases … Read More
We all know that we have biases—ways that we choose to filter the world so we can make sense of it. Learn how these biases can lead to poor investing … Read More
Here is a great article about what Warren Buffett says is the No. 1 mistake parents make when teaching kids about money. Check it out HERE.
Check out this great article on how to avoid insurance traps, pitfalls, and swindles. https://www.linkedin.com/pulse/avoiding-insurance-traps-pitfalls-swindles-read-your-scheidemantle/
There are probably as many methods for picking so-called “undervalued” individual stocks as there are stocks to buy. When you speculate in anything—stocks, fine art, or real estate—your aim is … Read More
The math has changed on entity choice. Under the new tax reform legislation, the corporate tax rate drops a full 14 points, from 35 percent to 21 percent. At the … Read More
When It’s Value vs. Growth, History Is on Value’s Side, check out this great article here.
If Short-Term Market Predictions Are Tricky, What About Long-Term Forecasts? Check out this great article by clicking here.
The IRS recently issued updated guidance providing relief for unwanted RMDs taken in 2020. Check out a great article here: Rollover Rules for Unwanted 2020 RMDs
While guidance for forgiveness is still coming, the Paycheck Protection Program Flexibility Act (PPPFA), was recently signed into law extending the covered period and providing increased loan flexibility. What You … Read More
