Here’s to Your Wealth

It’s always a good time to plan for your financial future, but a new year, which is just a few weeks, can be a good reason to consider some planning… Read More

The benefits of a Roth IRA may be well known, but the IRS typically limits participation to low and moderate-income workers. The IRS eligibility for contributions to a Roth is… Read More

There is a lot of discussion around the favorable benefits of Roth IRAs, but for many higher-earning Americans, contributions to Roth IRAs are out of reach. The IRS begins limiting… Read More

With the tax talk out of Washington indicating a hike in income tax rates as well as capital gains tax rates, I am getting more questions about strategies to reduce… Read More

With the stock market hovering near all-time highs, one would think investors are full of investing confidence. However, as has been the case since the financial crisis of 2008, the… Read More

With the tax talk out of Washington signaling higher tax rates on both earned income and investment income, investors would be wise to consider some tax moves. Higher taxes on… Read More

The long-awaited move into traditional value stocks is well underway, but that doesn’t mean that technology stocks are dead. In my conversation with CNBC’s Frank Holland, I outline reasons why… Read More

Typically, most investors are concerned about the rise and fall of the stock market. Daily stock market monitoring on the major business news outlets adds to a hyper short-term focus… Read More

Roth IRA’s, subject to certain conditions being met, allow for tax-free growth and tax-free withdrawals. As a result, they have justifiably gained tremendous popularity over the years, and a lot… Read More

The concept of retirement is unique to everyone. For millions, retirement is a goal and something to strive for. For others, it creates anxiety. Generally speaking, to address the monumental… Read More

2020 has given us a formidable reminder of what volatility feels like. If you’ve been able to persevere as an investor, you are now enjoying the U.S. stock market’s all-time… Read More

It seems everyone is speculating on which will be better for the U.S. stock market: the re-election of President Donald Trump or the election of former Vice President Joe Biden… Read More