Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...
Our daily lives are constantly bombarded with drama, courtesy of the media. Drama, in headlines, stories and videos, gets attention and helps content creators get their message across in a cluttered media landscape. As a financial blogger, I confess that I’ve attempted to do that, too,...
Hey folks, it’s just a number. It has very little to do with your long-term investment plan. After all, it’s only 30 stocks that are mostly not industrial anymore. The media likes drama. In fact, other parts of our society like drama too. The purpose...
We are in the goal business. Helping people define, refine and achieve their financial goals. What does it take to achieve and surpass financial goals?...
After the stock market meltdown of 2007 and 2008, many Americans grew wary of investing and moved more of their savings into money market deposit accounts. These have less volatility than stocks and a higher return rate than traditional savings accounts. In fact, the total amount...
Investors frequently make mistakes simply because they are human. Very natural and understandable feelings, like fear and desire for wealth, can cause us to behave in ways that actually harm our financial goals. Good investors, however, are able to resist the influence of emotion on...
Your money should make money for you when you sleep, even in your savings account.
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