Lasting Lessons for Long-Term Investors: A Tale of Two Decades
Let’s explore what we can learn from the not-too-distant past known as “the Lost Decade” of the 2000s. It reveals quite a different story than the 2010s had in store for investors.
3 Upside-Down Investment Insights for Success
Sometimes, the keys to investment success can seem counterintuitive at first. So let’s take a closer look at a trio of weird, but wonderful “upside-down” investment insights for interesting times.
Video: 4 Tax-Saving Tips for 2020
2020 has been a challenging year. But it has also presented us with a number of tax breaks which gives the potential to lower our taxes for this year and even possibly for next year.
2020 Year-End Tax Planning
Traditional tax planning has always focused on deferring income as long as possible. This may be the year to end such deferrals and take advantage of the low 2020 tax rates to recognize income.
Video: 7 Questions to Ask Before Hiring a Financial Advisor
The financial services industry makes it complicated for consumers to choose the right advisor and model. So how do you source and vet out the right advisor for you? Before placing your financial future in the hands of someone else, make sure you do your due diligence on them and their model well in advance.
Some "Four-by-Four" Tax Planning for 2020
If we combine some of this year’s extra tax breaks with the long-term possibility of higher taxes ahead, 2020 may be more than just a year of upsets. It could also be a year for seizing unique opportunities to lower your overall tax liability.