On July 25th, 2019, Craig Bolanos was featured in Debbie Carlson’s ‘7 Tips to Know When Buying Preferred Stocks’ article appearing in U.S. News & World Report. In the article, she talks about how the recent drop
At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument that pays periodic interest and repays the principal at maturity?¹ Zero coupon bonds are indeed
While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are some examples of deductions from the IRS that were permitted and some
Perspectives: Summer 2019 Edition Welcome Summer! Now that spring cleaning is behind us, we head into the warmer months which happen to be some of the busiest and most exciting times of the year. In our newsletter,
With the passage of the Bipartisan Budget Act of 2015, two strategies to potentially maximize Social Security benefit payments were eliminated. An Overview Prior to the budget’s passage, married couples had two strategies to help maximize their
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