You make a living wage and have a strong career, but have you stopped to think about retirement and saving? You are probably doing better than most, because you are good with numbers and have the smarts to be able to ...(more)
Two things to note first this week, which are taxes and politics.
First, the tax filing deadline for federal income taxes is April 18th. Typically it would be Monday April 17th, since the 15th falls on ...(more)
Every year my wife and I rent a cottage on Keuka Lake. It's a beautiful place. We spend a week relaxing in the sun, reading, resting, and enjoying the view.
Last year, while sitting on the porch, I was struck with a ...(more)
I discussed how inheritances can go amuck and the heirs don’t get the inheritance – the State does. This can happen while you’re still alive too! Did you know that the State can claim your IRA (or any account for ...(more)
In one of my previous Blogs I discussed the merits of possibly delaying your Social Security until age 70. Under optimal conditions this could mean many more thousands of dollars for your retirement over your ...(more)
I had coffee with a friend yesterday and I couldn’t believe how happy and energized he was. This guy was loving life. Do you know why?
He had cleaned his car!
I know it sounds crazy but it was true. He ...(more)
Written for USA TODAY NETWORK-Wisconsin 7:56 p.m. CT March 11, 2017
By all accounts, President Trump’s first address to Congress on Feb. 28 was well received. Considering the Dow Jones Industrial Average climbed over ...(more)
This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry for ETF.com. Originally published on January 4, 2017
On April 6, 2016, the Department of Labor (DoL) issued its fiduciary rule, which we consider a major step forward for the world of professional financial advice. The rule states that brokers can no longer earn ...(more)
Investors constantly scan the horizon looking for a stock market correction. While investors sit on their front porch anticipating a stock market correction they leave their back door wide open. Stock market ...(more)
The Dow Jones Industrial Average continues to ascend to new heights. The higher the market climbs, the more noise you’ll hear about a stock market correction. At some point those calling for a market correction ...(more)
Snow is melting. Flowers are blooming. Grass is growing. Robins are singing. Spring has arrived. With the arrival of spring it’s now time for a little spring cleaning. After months of dark days and cold ...(more)
The stock market did great last year. The Dow was up 13.4%; the S&P gained 9.5%; and the Nasdaq was up 7.5%, according to CNN Money.
But do you remember how things started?
2016 began with the worst five-day ...(more)
Your child, or grandchild is a minor. When a child is entitled to Social Security benefits, the Social Security Administration (SSA) will appoint a representative payee to receive benefits on behalf of the child. ...(more)
The Federal Reserve Board of Governors consists of 7 positions filled by appointment. President Trump already has two vacant seats that need to be filled. Over the next 18 months he may need to fill another 2 or 3 ...(more)
Before the Dot-com bubble burst in 2000, a few successful companies were looked upon to provide leadership to stock prices. Microsoft, Intel, Cisco and Oracle and Verizon Wireless were a few hot names to know. From 1997 ...(more)
Once again, the stock market was kind to us, in the quarter just finished, giving us two back to back solid quarters in the equity markets. The bond or fixed income market also had a good first quarter of 2017, ...(more)
On a daily basis, the talking heads want us to believe they have all the answers to portfolio construction or portfolio management.
They prattle on that “The Dow is up 100 points, now’s the time to get in.” “The Dow ...(more)
Are you an engineer?
Engineers help make our lives better. What I didn’t realize was that when it comes to finances, engineers are no different than anyone else, except a lot of them work for small companies and are ...(more)
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.