Becoming a Millionaire used to seem like this totally unrealistic goal that would never happen unless I won the lottery or inherited a bunch of money from some distant relative. As it turns out becoming a millionaire ...(more)
There is a cost to indexing that most investors are unaware of. It is called “reconstitution.” What is reconstitution and how may the costs involved be solved?
What is an index? An index tracks changes in the ...(more)
1983. Return of the Jedi hit theaters and President Reagan was proposing his own Star Wars Defense System.
While Trump is forming a new "Rebel Alliance" in Washington (yes, my son and I have tickets to the new ...(more)
Home equity line of credits or HELOCs (pronounce he – locks) are usually thought of as a tool to pay for a kitchen remodel or to update a bathroom. Outside of the this use, they can be an important component of your ...(more)
Think about common risks in your life and the tactics you use to minimize or avoid them.
If you're trying to lose weight then you burn more calories (read: Exercise) and consume fewer or at least better calories ...(more)
The title of this post is a possibility, that holistic financial planning can be fun! But in my experience that is almost, without exception, a myth. Because holistic planning involves frank discussions of the ...(more)
I just finished Michael Lewis’ new book, The Undoing Project. My copy is methodically dogeared and underlined, but one passage has stuck with me since I read it.
If people thought that a coin, after landing on heads ...(more)
Employee stock purchase plans (ESPP) can be an overlooked benefit from your employer and you could be leaving a thousand of dollars each year on the table by not participating! ESPPs can be an important helper in ...(more)
I go online to check Yahoo Finance everyday to see how the stock market and other markets are doing. I try to stick to the numbers and real information, and avoid the headlines and articles most of the time. But, a ...(more)
I think people generally realize that buying high and selling low isn’t a good strategy. However, year after year the research shows that individual investors tend to buy asset classes or sectors after periods of ...(more)
It’s that time of year – tax preparation season will be here before you know it! I’m sure some of you dread this time of year, but I’ve got a few suggestions that can make it a bit more bearable and help you in the ...(more)
Let's have a quick chat about steps that you should take to manage high return investment risk. Whether you are managing retirement investments, trying to figure out your retirement income planning needs based on ...(more)
There is an old saying on Wall Street that if you aren’t worried about something in your portfolio, then you probably aren’t diversified enough. This notion certainly comes to mind when identifying positions with ...(more)
Your LLC and the tax man
You started a business and decided to form an LLC. The legal protections LLCs offer over a sole proprietorship are worth the couple hundred bucks you spent, and now you’re up and running and ...(more)
2016 W2 form and 1099 MISC form is due to the IRS by January 31 by Employers. This is in contrast to previous years, in which companies had to report W2 forms to the IRS by the end of February. Employees are still ...(more)
End-of-the-Year Money Moves for 2016
Here are some things you might want to do before saying "goodbye" to 2016.
Provided by Kari Middleton, PPC
What has changed for you in 2016? Did you start ...(more)
Investors like to stick with what they know and that is often demonstrated in the use of a single fund company for all their wealth. I see it quite frequently when I review portfolios for prospective clients. “I’m a ...(more)
The average 65 year old couple will need about $377,412 over their lifetime for healthcare in retirement. That amount includes deductibles for Medicare Part B & D as well as co-pays and co-insurance. If you think ...(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.