Should I Invest in Private Equity?
In recent years, the private equity sector has attracted a lot of attention, especially from high net worth investors asking, “Should I invest in private equity?” These investments are in private, non-publicly traded companies, so many investors in mutual funds and...
Messenger RNA Technology a Silver Lining
Many of us have been in lockdown for more than a year. We’ve canceled vacations, restaurant visits, and in-person schooling. More than 500,000 of our loved ones across the country have passed away. Is there a COVID pandemic silver lining? It turns out there is. The...
Kids Need to Understand Taxes
Raising children who understand the value of money gives them an advantage. So, that means your kids need to know about taxes. Of course, receiving a check at their first job for much less than the $15 per hour stated on the employment agreement is one way to find...
Why you should be tax-loss harvesting
Tax losses can be constructive when it comes time to add up what you owe Uncle Sam. Especially when you’re in a high tax bracket and especially in years where you have gains that you’d like to offset. Losses need to be realized before the end of the year, December 31,...
What’s in the American Rescue Plan?
There’s a lot to unpack in the newly-passed, newly-signed American Rescue Plan bill. The goal is to help relieve the economic suffering caused by the COVID pandemic in various sectors. The bill makes unemployment benefits more generous, health insurance more...
Everything You Need to Know About RMD’s
As Ben Franklin said, “… [n]othing is certain but death and taxes.” Required Minimum Distributions (RMDs) are the method the IRS uses to ensure that you pay some taxes on your pretax retirement savings. They’re pretty straightforward, but there is a catch here and...
How Pent Up Demand Could Fuel Economic Recovery
With major league baseball’s spring training just around the corner, you may already be daydreaming about the smell of cut grass and roasted peanuts, hearing the crack of the bat and the roar of the crowd — just to feel normal again. If so, you are not alone — not...
Financial Independence for Women
Your road map to financial security. Women face many unique challenges when it comes to personal finance and investing. Physical and emotional - longevity, more subject to elder abuse, more likely to struggle after divorce or death of partner. Workplace – lower...
Smart Credit for Smart People
In the consumer economy, credit is pretty easy to obtain. That often leads to problems for those who don’t know how to use it wisely. At the other end of the spectrum, some people avoid using credit altogether. Smart people use smart credit strategies to maximize...
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