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Advisors: How to Show Valentine’s Day LOVE with Precious Metals Redux

by Charles H. Self III Level 15
  Two years ago, I posted a piece recommending that one of the most tangible ways that advisors can show affection to their clients is to add precious metals exposure to their portfolios. After a rough start in the ...(more)
Comment   |  5 days ago from Appleton, WI
1 vote

Dos and don’ts for income investors

by Vernon Coffey Sumnicht Level 13
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  Jan 23, 2018 from Appleton, WI
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Dos and don’ts for fixed income investors

by Vernon Coffey Sumnicht Level 13
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  6 days ago from Appleton, WI
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Bitcoin and Cryptocurrency: Long-term Potential or Short-term Buzz

by Richard Andrew Solt Level 12
Bitcoin is powered by a promising new technology, but many uncertainties remain The meteoric rise in the price of Bitcoin, which represents more than half of the nearly $500 billion cryptocurrency market, has dominated ...(more)
Comment   |  Jan 05, 2018
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Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes

by Ray A. Hawkins CFP ®, ADPAsm Level 16
Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes <header class="entry-header" style="box-sizing: inherit; margin-bottom: 20px; padding-bottom: 10px; border-bottom: 1px solid #f5f5f5; ...(more)
Comment   |  Jan 02, 2018
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2018 Tax Reform: What you Need to Know

by Richard Andrew Solt Level 12
2018 Tax Reform: What You Need to KnowCongress passed sweeping reform to the U.S. tax system, which is expected to be signed into law soon. This legislation is generally effective for tax years beginning after Dec. 31, ...(more)
Comment   |  Dec 21, 2017
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2018 Tax Reform: What you need to know

by Richard Andrew Solt Level 12
2018 Tax Reform: What You Need to KnowCongress passed sweeping reform to the U.S. tax system, which is expected to be signed into law soon. This legislation is generally effective for tax years beginning after Dec. 31, ...(more)
Comment   |  Dec 21, 2017
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Who Does What (in your Retirement Plan)

by Curtis Steven Farrell Level 15
There is a fair amount of confusion surrounding the roles, responsibilities, and duties each party has to maintain a compliant retirement plan.  With new regulations and increased litigation, it’s more important than ...(more)
Comment   |  Dec 08, 2017 from Mission Viejo, CA
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Is a Cash Balance Plan Right for my Company?

by Curtis Steven Farrell Level 15
Planning for retirement comes with a unique set of challenges for everyone, but often the focus is placed on individuals who struggle to save for retirement. What about the people who actively save and want to do ...(more)
Comment   |  Dec 08, 2017 from Mission Viejo, CA
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Protect Three Key Goals With Life Insurance

by Richard Andrew Solt Level 12
Many people remain unaware of the many ways in which life insurance can help families meet their key financial goals. Here are three of the biggest of these objectives, as seen through the eyes of a hypothetical couple, ...(more)
Comment   |  Nov 29, 2017
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Consider These Year-end Tax-Smart Financial Moves

by Richard Andrew Solt Level 12
With the holiday season upon us, you may be getting pretty busy. But once the holidays are over, you'll enter into a new season – tax season. The filing deadline for the 2017 tax year is April 17, 2018, but until that ...(more)
Comment   |  Nov 29, 2017
0 votes

Can you Afford to retire early?

by Richard Andrew Solt Level 12
Some people dream of retiring early. Are you one of them? If so, you’ll need to plan ahead – because a successful early retirement can’t be achieved through last-minute moves. So, if you’re determined to retire early, ...(more)
Comment   |  Nov 29, 2017
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Survivor Benefits for Widows or Widowers who are 60 to 70.

by Larry R Frank Sr Level 20
  One of the trickiest — and most critical — Social Security planning strategies applies to widows who are between the ages of 60 and 70. Once a widow becomes eligible for survivor benefits — as early as age 60 (50 ...(more)
Comment   |  Nov 15, 2017 from Roseville, CA
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2017 Quarter 3 Stock Market Update

by James Leland Hancock Level 11
The stock market has continued to have success. The big surprise of the year continues to be international stocks. The Matson Money International Stock fund is up 21.89% this year, compared to the Matson Money US Stock ...(more)
1 Comment   |  Oct 31, 2017
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The Financial Nuptials

by Richard Scott Boyles Level 6
Together you said “I Do”.  The hopes and dreams to build a future and a family together are alive.  But now what? One of the hardest things couples do when joining their lives together is merging their finances. How do ...(more)
Comment   |  Oct 25, 2017 from Dallas, TX
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How to Find a Great Financial Planner

by Ryan Sterling Cole Level 6
Finding a sub-par financial planner is easy. In fact, if you have significant assets then you’ve probably experienced multiple sub-par financial advisors trying to knock down your door. Just search for “financial ...(more)
Comment   |  Oct 24, 2017
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Why Spending Makes Us Feel Good

by Rush Barrett Steelman Level 6
We usually think of Christmas as the time of year when we get spendy. However, there are plenty of other times in the year when we spend on non-essentials. Halloween is one such time. Candy and costumes may not seem ...(more)
Comment   |  Oct 12, 2017
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Tackle Year-End Deadlines and Look Ahead to 2018

by Jessica Elizabeth Poynter Level 6
With happy holidays come distracting deadlines. Our gift to you: wrapping them up in this year-end guide. With happy holidays come distracting deadlines. Our gift to you: wrapping them up in this year-end guide. Now’s ...(more)
Comment   |  Oct 06, 2017
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Buy Apple Stock, or Diversify?

by James Thomas Hancock Level 13
Diversification seems to be a buzzword that is thrown around by investment gurus way too often.  It is a feel good word that advisors use to sound intelligent and sophisticated.  That is fine and all, but most ...(more)
Comment   |  Oct 03, 2017
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Risk Relativity

by Nick Allen Edwards Level 12
Most have heard the expression, “No risk, no reward,” or some variant thereof applied to investment philosophies. Within that statement is a fundamental logic that dictates how investors and asset managers should be ...(more)
Comment   |  Oct 02, 2017
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