Our Thoughts On

Sort by

Categories
Authors

Wealth Management

Articles 51 - 60 of 78

Time to Revisit Your International Stock Exposure

Since the end of the financial crisis in 2009, the U.S. stock market has been on a roll. From March 9, 2009 (the U.S. stock market bottom) through March

Lifestages: Pay Down Debt or Save?

I was recently posed this great question: “Shall I pay down debt or save for retirement? Is there a ratio I should consider?” The short answer

FAFSA Fears Unfounded

Is there a FAFSA in your future? Even if you are a FAFSA pro, read on, there may be a few tips for you. The Federal Application for Free Student Aid (FAFSA)

IRS Reminds Taxpayers to Donate Before the End of 2016

On November 28, 2016, the Internal Revenue Service (IRS) published News Release IR-2016-154 to encourage tax payers to donate to qualified charities in

Register to receive our weekly newsletter with our most recent columns and insights.

Year-End Tax Savings Ideas, Fourth in a Series: Tax Loss Harvesting

History has proven that investment returns vary year over year, with some years generating positive returns while others yield disappointing losses. A

Year-End Tax Savings Ideas, Third in a Series: Maximize Tax-Deferred Savings into Retirement Accounts

It’s not too late to take advantage of the tax-deferred treatment of assets in retirement accounts for 2016. In addition to the tax deduction, the

Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor

Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive

Register to receive our weekly newsletter with our most recent columns and insights.

How would you spend 8,000 days? Joseph F. Coughlin, Ph.D., the founder and director of the MIT AgeLab, has reframed the understanding of our lifespan by

Retirement Plan Litigation Spreads to 403(b) Plans

Litigation alleging breach of fiduciary that has beset large 401(k) plans for the last decade has now spread to the not-for-profit world as numerous large

Register to receive our weekly newsletter with our most recent columns and insights.