Last week, the House Ways and Means Committee released the first draft of a major tax bill, and it contains sweeping changes that should concern wealthy households. The proposals are…
AdvicePeriodSeptember 17, 2021
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The impact of the pandemic, along with current historically low tax rates, makes 2021 an opportune time to consider converting a traditional individual retirement account (IRA) to a Roth IRA.…
AdvicePeriodSeptember 2, 2021
There’s a reason financial scammers so often prey on older people: Compared with the general population, they’re likely to have more money, to be more socially isolated, to suffer from…
AdvicePeriodAugust 26, 2021
The financial media loves to lionize investment professionals who outperform the stock market. Never mind that almost no fund manager has sustained their edge for any length of time; those…
AdvicePeriodAugust 5, 2021
Should you keep your money in the stock market, or even add money when the major indexes are near all-time highs? It’s a question many investors are asking right about…
AdvicePeriodJuly 22, 2021
President Joe Biden campaigned for president on promises to spend big on infrastructure and social programs, with the plans to be paid for by new tax revenues on corporations and…
AdvicePeriodJune 28, 2021
Everyone knows that losing money hurts. Behavioral finance research suggests that the pain associated with loss is roughly twice as powerful emotionally as the pleasure connected to gains. It’s important…
AdvicePeriodMay 26, 2021
For the first time in a long time, rising inflation and rising interest rates are in the news. Consumer prices jumped 2.6% in March, the biggest increase since August of…
AdvicePeriodApril 27, 2021
The IRS is giving individual taxpayers an extra month to file 2020 tax returns and make payments -- and the extended deadline means you have additional time to make IRA…
AdvicePeriodMarch 25, 2021
