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10 Things You Need to Know About 2018 Qualified Charitable Distributions
Ed Slott publishes one of the very best resources on the internet when it comes to IRAs. Today we highlight his recent insights on QCDs.
Financial Freedom Tips (Video) – Your Christmas Spending Plan
Are ready to keep your Christmas spending in check? Watch this video for helpful tips!
The Flat-Out Truth – Understanding Yield Curves
We often see the term “yield curve” bantered around by TV’s talking heads and in the financial press. Read on to learn all about what the yield curve is—and to gain perspective on its impact on equity markets.
Monday Morning Motivation – Providence
What have your experiences with providence taught you about your beliefs?
Year End Tax Planning – Have You Done Yours?
We are about a month and a half from the end of the year. That raises a VERY important question—have you reviewed your 2018 tax liability and taken steps to minimize it?
Monday Morning Motivation – Miracles
Are you taking the time to notice the little miracles around you?
Predicting the Market – The Impact of Elections
Thankfully the annoying political ads are gone for another two years. But what sort of impact will the election results have on our portfolios? The astute reader already knows the answer—do you? Read on for some critical investment guidance.