The Tax Cuts and Jobs Act: What You Need to Know (Part 2)

Granted, the tax bill and the media will continue to focus great attention on tax brackets and whether they are lower or higher for middle-class America. However, ultimately what is important is determining your new taxable income, since it is your … Continue reading →

The Tax Cuts and Jobs Act: What You Need to Know (Part 1)

The Tax Cuts and Jobs Act is voluminous, so I will address four or five salient points in subsequent posts. Stay tuned for even more information on how the new tax bill will affect you and your finances. And of … Continue reading →

history of stock market recoveries


U.S. Market Recovery After Financial Crises: All-Stock Portfolio Stock prices suffer during financial crises, but they typically recover over time. This image illustrates the cumulative returns of an all-stock portfolio after six historical U.S. financial crises. In the short term, … Continue reading →

What type of financial advisor should you hire?

What Type of Financial Advisor Should You Hire?

Now that you know when to consult a financial advisor, let’s review what type of financial advisor you should hire: Thankfully, within the arena of financial planners, how the planner is paid actually serves as a valuable tool in helping you make … Continue reading →