Step Up in Basis or Captial Gains Tax?
March 31, 2021
A step up in basis is when an asset is revalued to today’s value
Roth Conversions Age Limit: When Is Too Late?
March 30, 2021
This week Paul answers this question from a listener: I’m 73 years old. So,
Bonds Struggle to Outpace Inflation
March 29, 2021
A recent study shows that US bond owners have to wait 57 years for
Predatory Investment Companies
March 26, 2021
Some investment companies out there are taking advantage of investors. Between encouraging children to
Question of the Week: March 24, 2021
March 25, 2021
This week Paul and his team answer a listener question: Shouldn’t we be investing
New Tax Deadline, May 17th, What You Need to Know
March 24, 2021
The federal deadline to file taxes has been moved this week to May 17th.
Why Invest in Bonds?
March 23, 2021
It’s easy to get confused about why we own bonds in our portfolio. Paul
Considering Roth IRA Contributions
March 22, 2021
The Investment Company Institute (ICI) finds that only 12% of people who fund 401(k)s
Can You Use Two Investment Companies?
March 19, 2021
Paul has seen more clients wanting to put half of their money with one
Your Brain Is Hardwired to Make Investment Mistakes
March 18, 2021
As we learn more about the human brain, we discover that most of the
What Happens When You Put Money First
March 17, 2021
Everyone knows that money can’t buy you happiness, but it’s easy to think we
NFT Crypto: What Are Non-Fungible Tokens (NFTs)?
March 16, 2021
There is a new investment grabbing everyone’s attention called: Non-Fungible Tokens (NFTs). It’s made