Estate Management Checklist
Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Have you taken [...]
3 Tax-Deductible Investment Expenses
On March 8th, 2019, Craig Bolanos was featured in Debbie Carlson’s 3 Tax-Deductible Investment Expenses article appearing in U.S. News & World Report. In the article, she talks about changes to the tax code and turning qualified [...]
Earnings for All Seasons
While nature offers four seasons, Wall Street offers only one—four times a year. It’s called “earnings season,” and it can move the markets. So what is earnings season and why is it important? Earnings season is the [...]
Don’t Be Your Own Worst Enemy
One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.”¹ What Graham understood—and modern research is catching up to—is the idea [...]
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
“Travel is the only thing you buy that makes you richer.”¹ – Unknown If travel for you is less about escaping life and more about living it, then consider these vacation ideas: By Car East Coast of [...]
Do You Owe The AMT?
American educational reformer Horace Mann called education “the great equalizer.”¹ In football, it’s been said that turnovers are the great equalizer. And anyone who’s ever watched CBS’s “The Amazing Race,” knows airport delays are the great equalizer [...]
Does Your Portfolio Fit Your Retirement Lifestyle?
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue [...]
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money? One study of 2016 college graduates showed they had an average $37,172 in student loan [...]
Choices for Your 401(k) at a Former Employer
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have three basic choices with the [...]
A House Divided
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends. Getting a divorce is a painful, emotional process. [...]