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The New Normal

The New Normal was a term to describe the financial conditions after The Great Recession of 2008-2009 by Mohamed El-Erian, currently the chief economic advisor at Allianz. The concept of the New Normal is that the economy would remain sluggish


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7 Reasons Why All Investors Over Age 70 1/2 Should Consider a Qualified Charitable Distribution

  Our observation is that many people are very generous with the donations they make.  It sure helps that there is likely a tax deduction for this, no question.  Many people are accustomed to donating cash, writing a check to


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“It’s Not About the Money”

Don’t you just love it when a Major League athlete signs a huge contract with a new team and says, “It’s not about the money.” Bull Just to be clear: It’s always about the money!   Don’t get me wrong


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4 Things Every Investor Can Control

Investors can easily get distracted these days.  Hop in the car on the way to work, turn on the radio and get updates on the stock market futures. Check your online portfolio at work during your lunch break.  Perhaps you


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You Only Get a Mulligan in Golf

In golf the low scores wins. The player with the least strokes per round is the winner. If you hit a bad shot into the woods or the water hazards (ponds) you can get what is called a Mulligan. You


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No Deposit. No Return.

What does this mean? If you don’t put something in (deposit) you won’t get something out (return). Isn’t that the truth? This applies whether you want to learn to play the guitar, improve your culinary skills or learn how to


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3 Proven Reasons You Need a Roth IRA

To be eligible for a Roth IRA you need to have earned income from wages or from self-employment.  Additionally higher income earners are not eligible.  Married couples filing a joint return with a modified adjusted gross income of less than


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The Difference Between Tax-Deferred and Tax-Free Investing

Investors need to know the difference between tax-deferred and tax-free investing. Tax-Deferred Investing   Investors can avail themselves to tax-deferred investing by contributing to their 401(k) plan at work or by funding their IRA. Contributions to these accounts are tax-deferred.


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