Sometimes the Active Portfolio Decision is to Do Nothing
Bil Lako, CFP®, explains how sometimes investors are not paying attention to the decisions that are being made.
Q&A Time: Opinions on Northrop Grumman and Defense Stocks
We provide our opinions on Northrop Grumman given the possibility of defense budget cuts.
Is the IRS Withholding Some or All of Your Refund?
If you owe on certain debts, the IRS can keep a portion of your federal refund to satisfy the debt. Read this tax tip to learn more.
Investors Worry Over a Slowing Economy and Depressed Sentiment
The “Money Talks” hosts discuss the fall in stocks despite relief over the weekend’s debt ceiling deal.
Perspective Helps Take the Emotion out of Investing
Now that the market has had its 10% drop for the year, the “Money Talks” hosts discuss the buying opportunity at hand.
Q&A Time: Muni Bond Defaults and Portfolio Diversification
The “Money Talks” hosts field investment questions on municipal bonds and portfolio diversification.
Tax Breaks: Limited Window of Opportunity
Last December, Congress extended a number of the Bush-era tax breaks, but only for a limited length of time. It is probably a safe bet that most won’t get extended further, considering the size of the national debt. Although numerous tax breaks were extended, only a few provide you with an opportunity to take actions that can reduce your tax bite. But if you want to take advantage of those tax breaks, you need to act this year or next. Here is a list of those extended tax breaks and what will happen when they expire.
Uncertainty Over Default has not Helped the Market
The “Money Talks” hosts offer their insight on the debt ceiling debate and provide guidance to the individual investor.
Q&A Time: Bond Ratings Affecting Money Market Funds
We explain how money market funds likely will not be affected by a downgrade on U.S. Treasuries.
Choosing a Broker or an Adviser
Most financial professionals can provide specific stock or mutual fund recommendations. However, before deciding on a broker or an adviser, you must decide what you want to handle: investments research, planning your personal finances, establishing budget realities, providing tips to reduce spending, assessing your retirement savings, and checking that you have the necessary insurance coverage.