Blog & Helpful Articles

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Just 1% More Can Make A Big Difference

22nd Mar, 2017

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Just 1% More Can Make A Big Difference

From: forbes.com

Often it’s the little things in life that can make the biggest difference. That’s true when it comes to saving for retirement. Putting just 1% more into a tax-advantaged retirement account like a 401(k), 403(b), or traditional IRA could make a noticeable difference in your lifestyle in retirement.

“The retirement savings mountain might appear imposing from a distance, but the climb isn’t as…

Harvard Academics Reveal Blueprint For Avoiding Stock Crashes

8th Mar, 2017

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Harvard Academics Reveal Blueprint For Avoiding Stock Crashes

From: fa-mag.com

Good news for everyone waiting for a bubble to burst. Predicting sectorwide crashes in the equity market isn’t impossible.

That’s the conclusion of Harvard University researchers who studied boom-and-bust cycles in publicly traded U.S. industries since 1926. In a new paper, Robin Greenwood, Andrei Shleifer and Yang You found that while not every violent advance in shares ends in horror, those that do…

What the Academy’s Best Picture Voting Tells About Investing

8th Mar, 2017

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What the Academy’s Best Picture Voting Tells About Investing

From: news.morningstar.com

Opportunities exist to be exploited, but they don’t remain constant.

Not-So-Total Recall

Initially, the Academy of Motion Picture Arts and Sciences honored films that had been released over portions of the previous two years. That decision weakened the awards’ rhetorical power. For example, the Best Picture winner of the dinner held in March 1934, which was hosted by Will Rogers, could neither be…

6 Financial Concepts Taught by American Presidents

21st Feb, 2017

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6 Financial Concepts Taught by American Presidents

From: theentrustgroup.com

You don’t have to read far into The Art of the Deal to learn what drives President Donald Trump’s approach to finances and business. Its first line: “I don’t do it for the money. I’ve got enough, much more than I’ll ever need. I do it to do it. Deals are my art form.” Historically, presidents (and one founding father) have taken different…

3 Overlooked Tax Breaks Your Home May Be Able To Cash In On

21st Feb, 2017

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3 Overlooked Tax Breaks Your Home May Be Able To Cash In On

From: trulia.com

Minimize what you’ll owe and maximize what you’ll get back at tax time.

People are always making moves (real estate and otherwise) to minimize what they owe and maximize tax returns. But understanding if you’re eligible for tax breaks can be daunting. The tax code is 4 million words and more than 70,000 pages long.

To ensure you’re not…

Top Four Estate Disputes of 2016

3rd Feb, 2017

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Top Four Estate Disputes of 2016

From: wealthmanagement.com

2016 was a typical year in that, unsurprisingly, families continued to fight over estates.

Note that this is just a sample of some of the major dust-ups. That being said, the following are what I believe to be some of the major estate disputes that graced the headlines this past year.

Prince

Pop artist Prince died in April 2016 without a will. I previously wrote a blog…