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.
Has the Long-Overdue Correction Begun?
Two down days for the market do not a trend make, yet here’s what I’m doing with my client portfolios now.
Risk Tolerance: 4 Things You Need to Learn From Clients
I’ve built my own risk tolerance questionnaire to more accurately determine my clients’ needs, and to protect myself.
Simple Tips for Keeping Your Tech Tools Humming
A bad experience reminded me of some basic steps you can and should take to keep your technology tools working as needed.
How I’m Using Acrobat Pro to Become More Efficient
Considering going paperless? Here’s a step I’m taking in that direction: using Adobe Acrobat Pro for client questionnaires.