Category: Investing

Volatility, China, and Oil

by Dimensional Fund Advisors January 2016 saw the worst start to the year for the S&P 500 in history, while the Chinese equity market experienced

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The Ultimate Tax Shelter

If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands

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Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth?

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Diversification

Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately? If so, let me ease

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SEP IRA vs Solo 401k

If you can relate to any of the following scenarios then this blog post is for you: You are a one (or multiple) owner company

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The Annuity Nightmare

Have you ever had the thought, “Should I buy an annuity?” If so, you’ll appreciate this actual client story. A client of ours purchased an annuity

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