In times of financial turbulence — when markets swing wildly, headlines scream about economic downturns, and investor anxiety spikes — …
This Risk of Chasing Investment Returns
Understanding the allure of chasing investment returns Chasing high investment returns can be tempting in investment management and financial planning. …
Strategic Financial Planning in Your 30’s: Essential Steps for Long-Term Success
Understanding the importance of strategic financial planning As you enter your 30’s, you must start thinking about strategic financial planning …
PREPARE FOR UNEXPECTED EXPENSES WITHREADY CASH
We may not be able to see into the future, but we should try to prepare for it We don’t …
“MY” MONEY‚—OR “OUR”MONEY?
The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …
The elusive buy/sell strategy of perfect timing
Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or …
To 83(B) OR NOT To 83(B)
So what is a Section 83(b) election? Put simply, it accelerates your ordinary income tax. Sound complicated it is? Today, …
Why Tax Planning Matters
Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line. Kevin reviews some …
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing …
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