Unfortunate Investing Traits
Morgan Housel highlights some unfortunate investing traits. Failure to recognize and be aware of them would be a mistake.
Charitable Remainder Trusts – Farmland Case Studies
Want to minimize or avoid taxes on highly appreciated assets like farmland? It pays to be charitably minded.
The Stock Market Doesn’t Care How Hard You Try (Revisited)
Extra effort doesn’t always translate into better results in the world of investing.
Is it Time to Sell Your I-Bonds?
Probably, yes.
The Case Against Intuition
“Want to invest successfully? Quit trying to make sense of it.” – Jeffrey Ptak
TD to Schwab Merger – A Client’s Guide
If you have accounts at TD Ameritrade, here’s what to expect upon the transition to Charles Schwab.
Thoughts On Market Timing
Simply don’t do it.
It’s About Time to Review Your Taxes
Download a 2022 Tax Return Checklist to help with your annual tax review here.
Thoughts on Artificial Intelligence
Is AI poised to be the next hot tech trend to spark mass investor mania?
SECURE Act 2.0 Highlights
Here are a few planning opportunities resulting from the SECURE Act 2.0.