The Markets, Elections and Uncertainty
The elections seem to create a lot of uncertainty around the economy and the markets. But when was the last time you were actually in a "certain" market?
Coronavirus, your financial plan, and the markets
A few links from respected thought leaders and other outlets that may give you some perspective on how current events are shaping your portfolio and how you should react to those events.
How IRAs, pensions, capital gains and Social Security are taxed by the IRS and Connecticut
Because of the way the IRS (and, recently, the state of Connecticut) tier how Social Security, pensions and long-term capital gains are taxed, it is crucial that each family plan ahead and give careful consideration to where each dollar of retirement cash flow is coming from in order to keep taxes in check.
Social Security missteps, part three
Not understanding the interplay between your portfolio value, relative ages, financial goals and Social Security strategies could cost you hundreds of thousands of potential revenue over your lifetime.
The Pitfalls of Dividend-focused Investing
Research going back as far as 1961 shows that dividends are immaterial, irrelevant and even harmful to the design of a well-diversified portfolio.
Social Security missteps, part two
Some Social Security filers are missing out on "free" spousal benefits because they didn't take the time to fully analyze their options.
Social Security missteps, part one
There are so many factors at play when filing for Social Security, it pays (literally) to consider all of them before taking the leap. Hundreds of thousands of dollars may lie in the balance.
Volatility and uncertainty return
Short-term fluctuations don't predict what happens to the market over an extended amount of time.
Another Blow to the Fidicuary Rule
The Fifth Circuit has vacated the DOL fiduciary rule that has been the subject of much debate. But all is not lost...