Articles

It is important to remaining disciplined during volatile markets.

“Better is having a financial advisor who gets to know you personally and manages your finances according to your specific values.”

According to Internal Revenue Code, in order for an account to be a 529 account, the custodian must meet six requirements.

This letter came with a large bold “YOUR RESPONSE IS REQUIRED BY LAW” notice along with a 5 week deadline for compliance.

It is commonplace for special interest groups to use lobbyists to gain control of their own industry’s regulation. This failure where interests group seizes control of a governmental power is called “regulatory capture.”

You should not trust a point in time fiduciary for even a single heart beat.

It might continue to boom. It might continue to bust.

There is no such thing as saving money buying something. You can go broke “saving money” this way.

“Think of a stock as a machine that generates cash every few months.” Smaller companies that you have never heard of usually have a better return than the better known larger companies.

This Bear market has one of the largest single day losses.

The burden of mandatory government data collection should be opposed whenever possible.

We, the shareholders, do not like being treated this way.

Sadly, the IRS is very clear about this; contributions must be cash.

Our firm has become known for our method of computing maximum safe withdrawal rates in retirement. Our safe withdrawal rates are based on having what we believe to be optimum asset allocation targets.

Be brave. Fund your Roth. Convert your IRA. Pay your tax bill. Your future self will thank you.