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    • Areas of Expertise
    • Fee Structure

Goodbye Capital Gains Tax Breaks

Momentum is building for a tax code overhaul, and lower taxes on stock transactions could be doomed. Here's what may be in store.
30 Jul, 2013

10 Things You Must Know About 401(k)s

The earlier you start saving in a 401(k), the better. But no matter how old you are, it's never too late to contribute more to your 401(k) and bolster your future retirement security. Here are ten things you need to know about these company retirement plans.
30 Jul, 2013

5 Secrets of Investor Happiness

Contented investors don't care what anyone else thinks, except perhaps as motivation to do the opposite. Have a sense of where you are and a plan to get to where you want to go, and don't let ego block the path.
30 Jul, 2013

Want a Tax Break? Go Back to School

This article covers two federal income tax credits that could help out if you return to school to improve your resume in this still-struggling economy.
30 Jul, 2013

Retirement Portfolio to Match Your Expenses

Imagine an investment portfolio that keeps pace with your expenses in retirement. Experts were asked to help build one comprised of stocks and ETFs that represent the expenditures of those age 65 and older.
30 Jul, 2013

Flexibility is the Key for Speculators

This writer says that shares remain in superb shape. The two-week, sideways drift in the averages is unofficially "the correction," the market's way of unwinding an overbought state that needed some cooling off of the speculative sentiment which underpins it.
30 Jul, 2013

Taper-Proofing Fixed-Income Retirement Portfolios

Here are three sectors of the fixed-income market that investors may want to seek out in a rising rate environment.
30 Jul, 2013

Experts Agree, Don't Start The Day By Answering Your Email

Plenty has been written about time management, but not necessarily in terms of energy management. Our email inbox may seem to be our highest priority, but "inbox zero" can lead to "energy zero" if you are not careful.
30 Jul, 2013

Why 99.997% Of Entrepreneurs May Want To Postpone Or Avoid VC -- Even If You Can Get It

Should you accept a venture capital offer? This author gives an opinion.
30 Jul, 2013

How Much Would A Big Mac Cost If McDonald's Workers Were Paid $15 Per Hour?

The plight of McDonald's minimum-wage workers made headlines earlier this month when the burger chain published a much-maligned sample monthly budget, purportedly aimed at helping its staffers save money.
30 Jul, 2013

20 Things 20-Year-Olds Don't Get

Here's a list from a 34-year-old author who is a business success.
30 Jul, 2013

The Great Deceleration

The emerging-market slowdown is not the beginning of a bust. But it is a turning-point for the world economy.
30 Jul, 2013

The Unsteady States of America

It is not just Detroit. American cities and states must promise less or else face disaster, according to this opinion piece.
30 Jul, 2013

Married Same-Sex Couples Get Equal Access to Benefits

The new Supreme Court ruling striking down DOMA opens the door to tax breaks, health coverage and retirement benefits for same-sex couples.
29 Jun, 2013

3 Simple Steps to Review Your Investment Portfolio

Be sure to periodically check your asset allocation to make sure you're taking on the right amount of risk for you.
29 Jun, 2013

History Says Stick With Stocks

Over the past 87 years, big-company stocks have earned investors an annualized 10%. The author advocates a practical approach.
29 Jun, 2013

Treasury's New Option for Savers: Floating-Rate Notes

With these controversial securities, you'll earn more if rates go up. The new notes will be introduced before the end of the year.
29 Jun, 2013

Capital Gains: At What Rate Will Your Sale Be Taxed?

Not all of your long-term capital gains are taxed at 15%. That would be far too simple. Here's the whole story.
29 Jun, 2013

Whole Life Insurance or Term?

This author presents a case for favoring term life insurance.
29 Jun, 2013

10 Things Estate Sales Won't Tell You

Here's what to watch out for when it's time to clear out a home.
29 Jun, 2013

Homeowner Tax Beaks Not as Great as You Think

It's true that owning your home instead of renting it can result in extra tax deductions. our cost of ownership is reduced by any tax savings, but those savings may not be as much as you expect.
29 Jun, 2013

How Retirees Pay Zero Taxes

It may be possible for affluent individuals to pay zero tax this year -- here's how it works.
29 Jun, 2013

The Richest People on the Planet 2013

The ranks of the world's billionaires have yet again reached all-time highs, both in terms of the number of billionaires (1,426) and record net worth ($5.4 trillion). The United States still has more billionaires than any other country, but once again the world's richest person comes from outside its borders.
29 Jun, 2013

People Do Business With People They Like

This article presents a philosophy: People ultimately choose to do business with people they like, and everyone likes someone who appreciates them.
29 Jun, 2013

Make Friends With Fear And Greed

Fear and greed are in constant flux in the financial world. This writer explains how to best control your emotions.
29 Jun, 2013

Buy Buy Love

What would you do with lottery winnings? This expert says you can do worse than reading "Happy Money" by Elizabeth Dunn and Michael Norton.
29 Jun, 2013

Cut Off by Their Sugar Daddy

The Federal Reserve has suggested that, unless the American economy deteriorates, it may start to slow the pace of its asset purchases, currently running at $85 billion a month, later this year.
29 Jun, 2013

Through The Roof Again?

America's builders have responded cautiously to higher house prices, at least so far. What's next?
29 Jun, 2013

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