When the new tax rules were implemented on January 1, 2018, a popular college savings vehicle that goes by the name of a “529 plan” received a boost. Prior to the new tax rules, 529 plans could only be used to pay for college. The new tax rules allow account...
Bottom line, the first half of 2018 was a tough pill to swallow for investors. Volatility was high, returns were low, and the news was dominated with fears of trade wars. This environment has left investors questioning if we are on the eve of the next recession. ...
The U.S. economy is headed down a dangerous path. In our opinion it has nothing to do with the length of the current economic cycle, valuations, interest rates, or trade wars. Instead, it has everything to do with our mounting government deficits. We have been...
You are most likely reading this article because you had a family member that had a health event and the doctors have informed you that they are not allowed to go back home to their house and will need some form of health assistance going forward. This article was...
Beware of the 5 Year Rule for Your Roth Assets Being able to save money in a Roth account, whether in a company retirement plan or an IRA, has great benefits. You invest money, hopefully that money grows, and when you use it during retirement you don’t pay...
There is a well-known trading strategy that goes by the name of “Sell In May And Go Away”. The strategy involves liquidating all of your stock holdings in May and then re-establishing your stock positions in November. The basic premise of this strategy is when...
