Category Archives: Investment Planning
Revisiting Tax Strategies: Part 1
Charitable Giving Donor-Advised Funds are a great way to avoid taxation on capital gains while meeting your charitable goals.
Profound Concepts
On my birthday I reflect on the five profound concepts that have affected my life.
So, You Think You Want an “Election Portfolio”
Rick offers three rules of what not to do to your portfolio during an election year, complete with a few statistics and charts.
Why Does the Market Keep Rising?
The S&P 500 is within a few points of the high this year. Let's examine why the market dropped earlier this year and why it has risen since.
Two Suggestions to Improve Your Daily Life
We are living in exciting times. The changes that we will see in the next 10-20 years will be truly transformative. Let's talk about futurism.
Surprise! You May Qualify for These 2018 Tax Breaks
Here are We have two law changes you should be aware of when planning for your 2018 taxes.
The Horizontal and Vertical of Retirement Planning
When planning for retirement, your rate of return is important, but it is secondary to your annual spending needs and the concerns about outliving one’s savings. We explore the factors.