Your Portfolio Attention grandparents: Recent changes to 529s may enhance gift
Published 5/11/2008 at 10:31 p.m. 0 comments
As you may already know, by investing in a 529 college savings plan, you can give your grandchildren the opportunity to benefit from a college education while taking advantage of potential tax and estate planning savings. This is because you ...
Your Portfolio: Business owners beware of retirement plan pitfalls
Published 4/24/2008 at 10:40 a.m. 0 comments
While you certainly value the time they spend working for your company, as a business owner you want to help your employees in their efforts to save for the time when they can finally retire. But establishing and maintaining a ...
Your Portfolio: Be prepared in case you are suddenly single
Published 4/10/2008 at 5:06 p.m. 0 comments
While it’s something we hope would never happen, losing a spouse becomes an unfortunate reality many people must face. While the emotional trauma is the first and hardest blow, an important next step is looking towards the future and assessing ...
Your Portfolio: Don’t put all your eggs in one basket
Published 3/19/2008 at 4:16 p.m. 0 comments
Asset allocation is a time-proven strategy that can help take the guesswork out of choosing investments for your portfolio. Instead of putting all your eggs in one basket, you spread your eggs (dollars) among a variety of baskets (stocks, bonds ...
Your Portfolio: Money-savvy kids — teach them how, Part II
Published 3/5/2008 at 1:03 p.m. 0 comments
Last week I gave you a half a dozen ideas to help your kids learn about managing their money. Here we add to that list, rounding it out with another six simple steps you can use to teach your children ...
Your Portfolio: Money-savvy kids — teach them how, Part 1
Published 2/27/2008 at 1:59 p.m. 0 comments
Among the many responsibilities of adulthood, managing personal finances is one of the most important skills you can learn. Unfortunately, many of us have had to learn this lesson the hard way, without any formal education on the subject.
Your Portfolio: Investing strategies — for those with money to invest
Published 2/20/2008 at 3:29 p.m. 0 comments
While there are many individuals who have plenty of money to invest, more than a few hesitate to do so because they are unsure of exactly how or where to invest their money.
Your Portfolio: Economy — not election — drives the stock market
Published 2/13/2008 at 5:36 p.m. 0 comments
As we get closer to the upcoming presidential election, you may see or hear news stories about how the stock market behaves in an election year. As a result, you might be tempted to start thinking about how to rearrange ...
Your Portfolio: Consider a money manager for your portfolio
Published 2/7/2008 at 11:22 a.m. 0 comments
So far, you’ve developed a successful investment strategy that has helped you reach many of your financial goals. While you’ve been pleased with your portfolio’s performance over the years, you may find yourself needing the advice and care that a ...
Your Portfolio: Disciplined investing helps keep emotions in check
Published 1/30/2008 at 4:41 p.m. 0 comments
Knowing that financial markets are constantly changing, it’s often hard to gauge when the best time would be to jump in.
Your Portfolio: Make sure to manage your tax records
Published 1/23/2008 at 1:55 p.m. 0 comments
The Federal income tax system is a complicated organization, but it’s one we all have to contend with. Between payroll deductions, estimated taxes, exemptions, deductions, credits and more, it’s easy to get yourself confused.
Your Portfolio: Choosing tax efficient investments
Published 1/10/2008 at 12:59 p.m. 0 comments
Managing your portfolio wisely can help control your tax bill. As always, you should consider many different factors when choosing investments, but for some individuals, tax cost may be one of the more influential factors in selecting their investments.
Your Portfolio: Investing for experts — let’s start with fundamentals
Published 11/8/2007 at 3:11 p.m. 0 comments
No matter how well-versed you are on the subject of investing, it’s important to remember the fundamentals. They help you stay grounded, and keep you from getting too far ahead of yourself. Today we offer a few cornerstone ideas of ...
Your Portfolio: Your legacy... plus tax
Published 10/25/2007 at 12:37 p.m. 0 comments
Estate planning is an important subject to think about, especially as you begin to accumulate assets or have family members you want to provide for in the future.
Your Portfolio: ETFs may be a great addition to your portfolio
Published 10/11/2007 at 12:39 p.m. 0 comments
If your investment portfolio consists of a combination of stocks, bonds and mutual funds, you are off to a good start. But if you haven’t already looked into them yet, you may want to consider adding Exchange Traded Funds (ETFs) ...
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