Tax Planning Guide

2018 Tax Planning Guide

The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide.

In this guide, you’ll learn…

  • Important Tax Deadlines
  • 2018 Tax Brackets
  • Tax Issues & Updates for 2018
  • Actions You Can Take
Read more

Can Market Predictors Make You a Better Investor?

Larry Swedroe, Director of Research at Buckingham Strategic Wealth and columnist at ETF.com, talks about how his views on active vs. passive, the value premium, market predictors and expected returns held up since he wrote his first book 20 years ago – and how he feels today about global diversification and alternative investments. Plus, Joe and Big Al Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #170

What is Asset Allocation?

Have you ever found yourself wondering, “What is asset allocation and how do I use it in my portfolio?” Well, first let’s start at the beginning. Common investing practices usually include stock picking and attempting to time the markets in order to drive returns. This method opens investors to unnecessary risk. Alternatively, decades of time-tested financial research and performance shows … Read more

Should I start investing

Should I Be Investing?

A very common question many people ask is, “What should I be investing? What should I be saving and putting into a money market account or a CD?” It depends on your goals, your time horizon, and tolerance for risk.

Transcription:

So the question of the day is, Should I be investing?”

And the answer is No.

All right, obviously … Read more

Sell in May and Go Away: Can You Time the Market?

Nationally recognized mutual fund, index investing and asset allocation authority Paul Merriman gives us the truth on market timing versus buy and hold – and he explains why he still does both. Plus, answers to your questions on collecting Social Security and a pension, non-deductible, Roth and SEP IRA rollovers, Backdoor Roth conversions, and are there financial perks to getting … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #169
What is a Roth IRA

Roth IRA Basics

Interested in growing your money in a retirement account that is tax-free? Learn the ins and outs of Roth IRAs in this white paper.

In this guide, you’ll learn…

  • What exactly a Roth IRA is
  • Eligibility requirements
  • Contribution limits
  • The difference between a Roth IRA and a Traditional IRA
  • And more!

Don’t wait to discover the difference compounding can make. … Read more

Why is Investing Important?

Investing is important to individuals and societies for many reasons. Before diving into the details, it might make sense to define what investing is.

No other word is so often adopted as a description for other activities.

What is considered investing?

Commonly people refer to their investments when they are discussing saving, speculating, spending, consuming, donating or other activities. These … Read more

Jason Thomas

Are Investments Tax Deductible?

Are investments tax deductible?

In general, the answer is no because an investment is an asset.

Investing is purchasing an asset that you’re hoping will go up in value. For example, you buy Apple stock for a couple thousand dollars and hold it for a few years and then it’s worth $3,000.

Now you want to sell it because it’s … Read more

Alan ClopineAlan Clopine
Investing After Retirement

Investing After Retirement Strategies

Many investors have put less thought into investing after retirement than they have into planning their investments leading up to retirement. Some investors may even believe that the entire process of investing is something that ends once they have retired, although this is not the case for most.

Almost all investors will have different objectives in retirement that will become … Read more

Jason Thomas
value vs growth stocks performance

Explaining Value Stocks vs Growth Stocks

The age-old debate of value stocks vs. growth stocks is like Coke vs. Pepsi. There’s no right or wrong answer. Some people like Coke, some people like Pepsi. It’s a matter of individual choice.

Growth and value are similar in that some people prefer growth, some people prefer value. In some market environments, growth stocks do better. In other market … Read more

Brian PerryBrian Perry

16 Money Tips and Mind Tricks from The Broke Millennial

The Broke Millennial has 16 money tips and mind tricks on today’s Your Money, Your Wealth. Erin Lowry shares her mind tricks for more effective saving and her clever tips for paying down debt. Plus, working the tax brackets with Roth conversions, some crazy options that may or may not work when you’ve contributed too much to your 401(k) to … Read more

Guest:  Erin Lowry Your Money, Your Wealth guest Erin Lowry, Broke Millennial

Podcast #159