Beware of Picking “Dividend Trap” Stocks
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
Should pass-through owners switch to C-corp status?
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
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?
If Short-Term Market Predictions Are Tricky, What About Long-Term Forecasts? Check out this great article by clicking here.
Full Rollover Relief For Unwanted RMDs Under IRS Notice 2020-51
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
Paycheck Protection Program Flexibility Act (PPPFA)
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
Three Investing Biases That May Be Holding You Back
Investor behavior (or rather, misbehavior) is one of the biggest impediments to investment success. This article discusses some of the biases that affect our decision-making process with respect to investments. … Read More
Loan forgiveness with PPP Loans
There are many questions on applying for loan forgiveness with respect to PPP Loans from the SBA. Here’s a great article covering the details by local attorney Aman Badyal of … Read More
Financial Planning Ideas and Resources for 2020
I hope that you and your family are holding up well. I know these are stressful times on a number of fronts. My team and I are standing by … Read More