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1 Result(s) in the “Taxes” Category

Aug. 5, 2019

Three Strategies to Reduces Taxes

Taxes

On this week's podcast episode, we're digging into three powerful tax strategies you can use to reduce your tax obligation…

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Aug. 17, 2019

What to Expect from Your First Meeting with a Financial Advisor

On this week's podcast episode, we share what to expect when you meet with a financial advisor for the first…

Aug. 8, 2019

Why Standard Deviation Matters When Retirement Planning

When it comes to investments, most people want to focus on annualized rates of return. Why? There are numerous reasons,…

Aug. 5, 2019

Three Strategies to Reduces Taxes

On this week's podcast episode, we're digging into three powerful tax strategies you can use to reduce your tax obligation…

Jul. 25, 2019

Why Your Average Rate of Return Is Misleading

In 1914 at the start of World War I, none of the combatants provided steel helmets to their military soldiers.…

Jul. 12, 2019

3 Reasons to Consider a Reverse Mortgage (And 2 Reasons Not To)

I’m not an envious guy by nature. However, I can count on one hand the times in my life that…

Jul. 9, 2019

Trade Uncertainty and Expected Fed Rate Cuts Make for a Volatile Quarter

Historically typical volatility returned in the second quarter as uncertainty regarding U.S.-China trade relations, future Federal Reserve interest rate policy,…

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