Time for a Retirement Income Assessment?
Have you ever wondered how you will be able to afford life in retirement? Did you ever stop to consider when might be a good time to think through these details?
Tax Cuts and Jobs Act (TCJA): What’s Going On?
For all of the hoopla surrounding the Tax Cuts and Jobs Act (TCJA), it is hard to determine whether the end result has been a net positive or a net negative.
How’s My Pension Doing?
We’ve come to take for granted that anytime you hear someone has a pension, that it’s like they’ve won the golden ticket to Willy Wonka’s Chocolate Factory.
All the Single Ladies: Planning Strategies for Single Women
Growing old in America is not for the faint of heart.
No One Likes A Loser: The Impact of Loss Aversion on Investment Decision-Making
Suppose I offered you the chance to win $50 on the flip of a coin. If the coin lands heads, you win!
Client Question: Standard or Itemized Deduction Differences, Federal vs. State
Q. Is it possible to take the standard deduction on the federal tax return, but use itemized deductions on the state tax return?
Bondpocalypse Now: Redux
Why would any investor want to put money into low-yielding bonds?
Going Out of Style? Explaining Growth’s Outperformance
Like fashion trends, investment styles tend to come into and out of favor over time. One of the more popular investment comparisons is growth versus value. But what, exactly, is a growth stock, or a value stock?
Curves Ahead. Interpreting Bond Yield Curves
While it is tempting to think of the yield curve as that length of road before you merge into traffic, in the world of bonds it represents something very different.