In an earlier post, we started the process of defining risk by introducing three key ideas: Read more…
Asset Location Strategies
Everyone is thrilled that tax season is behind us. Now it’s time to focus on future tax bills. Read more…
Defining Risk
We frequently say that risk and return are related, but many people don’t understand exactly what we mean by the word “risk.” Read more…
Evaluating Cash
“Today people who hold cash equivalents feel comfortable. They shouldn’t. They have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value.” Read more…
Valuations and Return Expectations
Valuation – the price you pay for earnings, assets minus liabilities, cash flow, etc – is one of the best indicators of future returns. In general, we experience lower returns when valuations are high (i.e. stocks are more expensive), and higher returns when valuations are low (stocks are cheaper). Read more…
Charitable Giving: A Win-Win for Everyone Involved
Donating appreciated securities to charity makes much more sense than first selling the security, paying the taxes and then donating the remaining proceeds to the charity. As the donor, you save money on taxes and receive the full benefit of the tax deduction—and the charity receives the full value Read more…
What Is a Registered Investment Advisor?
Stock Broker Read more…
