Hello Volatility, We've Been Expecting You
After an extremely pleasant and unusual 2017, equity markets are now doing what they normally do. They are going up AND down, sometimes violently.
Information You Can Use - IRS Updates 401(k) Plan Limits for 2019
The IRS has announced an increase to the amount that can be contributed to 401(k) plans in 2019. You will be able to defer $19,000 ($25,000 if you are 50 or over)
How to Use Lottery Fever to Your Advantage
Two or three times per year there’s a lottery jackpot that captures the attention of the nation. So please get lost for a while dreaming about all the possibilities that come with a pre-tax $4.4 million monthly income over the next 30 years.
Prudence
Prudence can be a son-of-a-gun. You wear that bulky uncomfortable life jacket and never even fall off the boat. How many times have you wrinkled your clothes in the car from the snug seatbelt only to find your way safely to your destination? This is how diversifying an investment portfolio can feel sometimes.
Charitable Giving - Is There a Better Way?
We all have our favorite charitable causes that pull at our heartstrings, move us to action, and motivate us to donate money. What if there were a more effective way to give other than just writing a check?
How to Plan for a Successful Business Exit
How many times have you caught yourself staring out the office window while visions of warm clear water, tropical music, and white sand filled your mind? Planning for a successful business exit will likely be the most exciting and stressful process you’ll encounter in your working life.