CARES Act: Changes to Minimum Distribution Requirements for 2020
Included in the CARES Act, which was signed into law on Friday, March 27th, 2020, are provisions related to tax-deferred retirement plans/IRAs and minimum distribution…
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The SECURE ACT’s “10-Year Rule” for Inherited IRAs
On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The broad intent of the legislation…
2019: Year (and Decade) in Review
After a down year in 2018, the outlook for stocks in 2019 was not positive. The markets had experienced an abrupt decline in the last…
How Do Capital Loss Carryforwards Work?
Reprinted with permission from Schanel and Associates, CPA. www.schanelcpa.com. Original Post: October 04, 2019 When an investor sells a stock or mutual fund that…
Market Corrections, Bear Markets, and Recessions: A Primer
As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is…
What is Tracking Error Regret?
A central tenet of our investment philosophy is diversification. Furthermore, we advocate for “real diversification”, which means owning thousands of stocks in companies of all…
Group Intelligence and Investing
In 1906, statistician Francis Galton attended a livestock fair where villagers were invited to guess the weight of an ox. No villager successfully guessed the…
Investing in Publicly Traded Equities vs. Direct Real Estate (Part 2)
In Part 1 of this series, a brief list of the advantages and disadvantages of investing in publicly traded equities vs. direct real estate was…