invest tax refund
0 Comments / 0 Reactions

How to Invest Your Tax Refund

Congratulations – you’ve just received a large check from Uncle Sam. You’ve decided that rather than spending your tax refund on new clothes or a vacation, you’d like to invest this money, instead. You’re not considering using your tax refund …
Read Full Story »

sell in may go away
0 Comments / 0 Reactions

Sell In May? Please Go Away!

Starting from childhood, most people have a real, enduring fondness for simple rhymes. They stick in our heads for years and years — who among us couldn’t sing just about any nursery rhyme we learned in kindergarten? Unfortunately, our love …
Read Full Story »

portfolio rebalancing
0 Comments / 0 Reactions

The Dangers of Loading Up On Company Stock

“If only I’d put all my money in Apple before they came out with the iPod.” Have you ever caught yourself dreaming about hitting the jackpot with a stock you buy at a bargain basement price, only to see it …
Read Full Story »

assess your investment returns
0 Comments / 0 Reactions

How to Assess Your Investment Returns

Imagine the following situation: Jake’s retirement portfolio grew 30 percent during the year 2013. Sally’s retirement portfolio only grew by 8 percent in that same year. Does this mean Jake is a better investor than Sally? Not necessarily. But why …
Read Full Story »

Globe with world flags
0 Comments / 0 Reactions

Should You Buy Into Emerging Markets in 2014?

There’s a popular saying on Wall Street: “Every dog has its day.” Investors in emerging market funds must be hoping that brighter days await this beaten-down asset class. From April 2013 to April 2014, the Morgan Stanley Capital International (MSCI) …
Read Full Story »

manage accounts
0 Comments / 0 Reactions

Manage Multiple Accounts Together (Including Your 401k)

Investing for the future can sometimes seem like an administrative nightmare. You have checking and savings accounts, a regular brokerage account, a 401(k) plan, an IRA … … and then you get married, only to find that your spouse has …
Read Full Story »

find tax savings
0 Comments / 0 Reactions

Save Big On Taxes (While There’s Still Time)

It’s that time of year again. Tax Day is just around the corner. If you have not yet filed – or even if you have – there is still some time to save big on taxes. And there’s a double-benefit: …
Read Full Story »

cleaning
0 Comments / 0 Reactions

Tips for Spring Cleaning Your Finances and Investments

If you live on the East Coast, you may not yet believe that spring has arrived. But despite the occasional windchill, it really is that time of the year again. Yes, it’s April. Time for tax filing, baseball games, and …
Read Full Story »

retirement savings by age
1 Comments / 0 Reactions

What’s the Best Retirement Savings by Age 30? 40? 50?

What’s the optimal retirement savings by age 30? Age 40? Age 50? The short answer is “more than most people save.” As you may have heard, Americans (as a general group) are under-funded for retirement. But you want a tangible …
Read Full Story »