Why Financial Planning Remains the Right Thing to Do
After 20 years as an advisor, providing a thorough, objective financial plan — not a sales tool — remains the core of what I offer.
A Medicare Primer for Advisors
To be able to guide your clients, here are the basic details on who’s eligible and what the premiums are.
LLC or C Corp? The Tax Implications for Advisors
A quick report on how changing my RIA practice's legal status had a big effect on my after-tax income.
All In, Are Mutual Funds More Expensive Than ETFs?
You have to consider mutual fund and ETF expense ratios and tax efficiency, but first, decide what you are trying to accomplish.
Understanding the Net Investment Income Tax: Calculation and Examples
In part two of our series, we look at examples of how the 3.8% NIIT works (if clients sold a residence, it could affect them).
Understanding the 3.8% Net Investment Income Tax
Here are the rules and regs for this new tax, who it affects and how it works. The first of a two-part series.
Using Trailing Stop Orders on ETFs in Real Portfolios: How They’re Working
Six keys to using this strategy, and how it's been working for me, and my clients.
Is the Long Bull Market Finally Over?
Until we have an app to predict human behavior, it's impossible to know where the market's heading. So get your stops and puts in place.
My Favorite Stock Market Technical Indicator
Is there a key to the future? We explore the efficient market hypothesis and the directional movement index.
The Bonds Conundrum: Where to Invest Now?
Whither interest rates? And where can you find decent yield to maturity on bond portfolios? We explore.