ARTICLES
Tax Reduction Opportunity for Medical Practices
As most readers are certainly aware, the Tax Cuts and Jobs Act (TCJA), passed in…
Tax Diversification
It is not surprising that the top financial goals of physicians and other high-net-worth investors…
Surviving Market Volatility
THE IMPORTANCE OF KNOWING YOUR RISK TOLERANCE LEVEL There are no activities that are completely…
Why Are Bonds Losing Money?
WHAT ACTIONS SHOULD I TAKE? The Bloomberg U.S. Aggregate Bond Index experienced its worst-performing quarter…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Reduce Your Tax Liability with a Mega Backdoor Roth IRA
As recently as this week, there are tax proposals in Congress which, if passed, would…
How to Protect Your Home and Home Equity From Liability
Along with retirement and personal investment accounts, the family home (and its equity) is often…
Inflation and Your Investments
Inflation is a popular topic in the financial media this spring. This short article is…
Backdoor Roth IRA Strategy
Tax diversification is a planning concept that we stress in our books, and in our…
Four Ways to Leverage Today’s Ultra-Low Interest Rates
As we navigate through this difficult time in the U.S. economy, a few bright spots…
Saving for the High Cost of College
Amid the uncertainty surrounding the new school year, it is important for parents and students…
Staying the Course
Tensions have been high since March for all investors. For the first time ever, many…
Global Markets Dip As Resilient Economic Data Continues