What You Need to Know about Roth IRA and 401K Distribution Rules
When saving for retirement, ROTH accounts are becoming increasingly popular. Unlike traditional IRAs or 401k plans, while contributions to ROTH IRAs and ROTH 401k plans…
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How Market Indices Provide Perspective on Portfolio Performance
As an investor, it’s perfectly natural to ask, how are my investments doing? Most people look at their account values and if they are up,…
3 Ways to Get Tax Benefits from Charitable Contributions
One of the major changes that were made to the tax code by the Tax Cuts and Jobs Act of 2017 was the expansion of…
Payment of Investment Advisory Fees After TCJA
One of the major changes resulting from the passage of the Tax Cuts and Jobs Act was the elimination of all miscellaneous itemized deductions. This…
The Benefits of Using a Fiduciary
As you may recall, under the Obama administration, the Department of Labor passed the Fiduciary Rule which addressed the standard of care that a Registered…
Retirement and How it Impacts Your Social Security Benefit
In the video When Should You Begin Collecting Social Security Benefits, we’ve discussed considerations to take account when determining when to begin collecting social security…
Rising Interest Rates and Your Investment Strategy
It’s been approximately a decade since the Great Recession began. By year-end 2008, the Fed had lowered the target federal funds rate to almost zero…
What Does it Mean to Have a Balanced Investment Portfolio
Your investment portfolio is most likely comprised of different types of investments, balanced in such a way that takes into consideration both your overall return…