Nobody said the US tax code was simple. In this installment of Back to the Basics, we’ll tackle a small part of the tax code that can have big consequences …
Back to the Basics: To what do we attribute an investment portfolio’s performance?
The stock market in 2015 has been less-than-stellar, delivering slightly above 0% return before investing fees and taxes are considered. Coming on the heels of five years of amazing returns …
Back to the Basics: Goals-Based Investing
It’s very likely that you have more than one investment account. Maybe you have a few IRAs, a joint account, a 401(k), and maybe a trust account as well. Have …
February 2015: Back to the Basics
Diversification: It’s Not Always “Trendy”, But It’s Usually Right You’ve heard it over and over: Investing is all about diversification. By spreading your savings over many different types of assets, …
January 2015: Back to the Basics
2015 Financial Trends: Are You Prepared For What’s Coming? Plummeting gas prices and a Jekyll and Hyde stock market have many people asking what it all means. “Is it good …
December 2014: Back to the Basics
Back to the Basics – Seven Factors in Determining Retirement Age Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents …
November 2014: Back to the Basics
Back to the Basics – Are You Following a Proven Recipe For Your Retirement? This article of Adam’s appeared locally in the Suburban Press On November 15th. We thought you …
October 2014: Back to the Basics
Back to the Basics – Living Fully The most basic objective of retirement planning is to have a successful retirement, right? So what is a successful retirement anyway? What does …
September 2014: Back to the Basics
Back to the Basics – Bonds 101 If you have an IRA, 401(k), 403(b), 457, SEP, Simple IRA, or any other type of investment account, you have the option to …
August 2014: Back to the Basics
Back to the Basics – Investment Management, Income Planning Retirement Advice: With Strings Attached Recent drops in the value of the stock market have reminded us that owning stocks may …