#TBT Qualified Dividends and Capital Gains Worksheet
on April 9, 2026 with No Comments
The 25 lines are so simplified, they end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.
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How Diversified Portfolios Handled the First Quarter of 2026
on April 7, 2026 with No Comments
The first quarter of 2026, as experienced through the lens of the media, was a volatile quarter full of war, inflation, job loss, and dropping stock values, especially of the biggest technology stocks. The same quarter, as experienced through the lens of historical stock returns, was relatively calm.
#TBT How to Claim Your Virginia State Tax 529 Contribution Deduction
on April 2, 2026 with No Comments
Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.
Does Private Equity Have a Role in Your Portfolio?
on March 31, 2026 with No Comments
A terrible reason to invest in something is because you have less information about its value.
#TBT Do Children Need To File A Tax Return To Fund Their Roth IRA?
on March 26, 2026 with No Comments
Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.
Schwab Pledged Asset Line of Credit (PAL) Accounts
on March 24, 2026 with No Comments
A Pledged Asset Line of Credit (PAL) is a line of credit that allows you to borrow against the non-retirement assets in your portfolio without having to liquidate your investments.
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