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Debt Ceiling Circus
It’s not easy for a financial professional to avoid feeling at least mild annoyance at the politics of raising (or not) the debt ceiling, because the whole discussion seems … Read More
The Risk in IPOs
The best time to buy a company’s stock is when you can get in on the ground floor, at the initial public offering. Right? Wrong. Very wrong. A research paper … Read More
Dividends and Harvesting Losses
’Tis the season for taxable dividends and capital gains to show up in your mutual fund account—and on your tax return. Many publicly-traded companies pay out some portion of their … Read More
Retirees Spend a Lot of Time and Money to Buy Their ‘Forever Home.’Then They Sell It.
Check out this article from The Wall Street Journal. Written by Beth DeCarbo | Photographs are by Zack Wittman for The Wall Street Journal and can be viewed by following … Read More
Puerto Rico Exits Bankruptcy
Written by: Robert Veres Did you know that a major U.S. territory had filed for bankruptcy? On January 19, a federal judge approved a plan to restructure billions of … Read More
A warning to younger investors: Be wary of “pop finance”
When you’ve lived a few years, you come to appreciate the truth of statements like: “The house always wins.” “In a gold rush, the only one guaranteed to get rich … Read More
Penalizing Marriage
Before 2017, taxpayers had to live with something known as “the marriage penalty.” In a perfect world, when two people file a joint tax return, they should move into higher … Read More
How bad is buying at the peak of the market?
Roy Sullivan was enjoying a quiet Saturday morning of trout fishing when the lightning bolt struck. It hit him on the top of his head and exited his lower body, … Read More
Everybody is susceptible to panic, but you don’t have to give in
When people get lost in the woods, they invariably do one thing. They run (or walk as fast as they can) to get away from the place where they feel … Read More
Robinhood’s Not So Merry Men and Women
By now, the online mobile stock trading platform Robinhood has become part of everyday conversation. As of 2/1/2021, a Google search of Robinhood returns a staggering 225M hits! If you read many of the … Read More