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Topic:
Founders
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Taxes: It Pays to Treat Them Right
The following is an excerpt from Hello Harold, a book by Harold Evensky. — I know how most people feel about taxes: don’t tax me, don’t tax thee, tax the man behind the tree. Unfortunately, ultimately we gotta pay. Everyone’s interested in minimizing the pain and that’s why I’m sitting here trying to put together…
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Are Volatile Stock Markets Good for Investors?
When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there are a few things to remember: 1. Historically, over long periods, stocks have tended to move higher. For instance, at the start of October 1987, the Standard & Poor’s (S&P)…
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What Planning Issues Should You Consider At The Start Of The Year?
No time like the present to have a conversation about the various factors that can influence your personal financial planning. For example, you can: Take a look at your progress toward your goals, big and small. Consider any new goals you’ve set for yourself. Evaluate your insurance coverages to make sure your risks are minimized.…
