• More Than a Tax Deduction: The Real Value of a Financial Advisor

    As many are aware by now, one of the central features of the tax law that went into effect on January 1, 2018, is the repeal or limitation of a number of deductions that many taxpayers were accustomed to listing on their Schedule A forms.

  • The “January Indicator” for Stocks: Is It Real?

    If you’ve been around the stock market long enough, you’ve probably heard of the “January Indicator,” sometimes called the “January Barometer.”

  • Formula for life

    If you’re looking for a quick list of ways to improve your physical and mental health, you could do worse than follow a list compiled by Bala Afshar, author of The Pursuit of Social Business Excellence, who works as “chief digital evangelist” for the Salesforce CRM organization.

  • Tax Law Talking Points

    In a last-minute ceremony at the Oval Office on Friday, 12/22/17, President Trump signed the new tax bill into law. There are some actions that taxpayers and investors may want to take now—before the end of 2017—and some other factors that they will want to consider carefully for 2018 and beyond.

  • Why Rebalance?

    You probably know that your investment portfolio is being rebalanced on a regular basis, but you might not know why. Is it for higher returns? For maintaining the agreed-upon balance of investments that is in your risk tolerance comfort zone? Does rebalancing help manage portfolio risk?

  • Making that Impression

    When you meet people, at work, in interviews, at parties, there is a lot of judging going on, and the good or bad impression you make usually isn’t based on the words you say.

  • Senate Tax Bill

    The U.S. House of Representatives passed its proposed tax “reform” bill last month, and now the Senate has followed suit. Interestingly, the two bills are different enough that the two sides are going to have to meet and hammer out a compromise.

  • Can You Afford the Cost of Being a Caregiver?

    With the oldest Baby Boomers reaching their 80s in the next few years, it might not surprise you to learn that the number of Americans needing assistance with the challenges of aging is on the upswing.

  • “Bearing” in Mind

    One of the oddities of a significant bull market—and this one we’re in today qualifies, as the second-longest in modern American history—is that they tend to go on longer than you might expect from the pure market fundamentals.

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