Markets 2012 – 2016 2016 was an interesting ride for the markets. Investors have been conditioned to a certain way of thinking during the post-crisis period. Despite any perceived underlying causes, any measurable pullbacks in the stock market have been...
[column col=”1/4″] Weekly Quote “One accurate measurement is worth a thousand expert opinions.” –Grace Hopper Weekly Tip If you are giving cash gifts to relatives this holiday season, make sure that the gifts do not force you into making financial...
[column col=”1/4″] Weekly Quote “Good plans shape good decisions. That’s why good planning helps to make elusive dreams come true.” –Lester R. Bittel Weekly Tip Market volatility is constant and inescapable. Unlike portfolio volatility, you cannot plan to...
[column col=”1/4″] Weekly Quote “The best way to have a good idea is to have lots of ideas.” –Linus Pauling Weekly Tip At what age do you want to retire? 62? 65? 70? Having a specific age in mind will help you solidify and refine your retirement plan....
[column col=”1/4″] Weekly Quote “Little by little, one travels far.” –J.R.R. Tolkien Weekly Tip Remember that you can gift up to $14,000 to as many people as you wish in 2016. This year, gift tax only applies after lifetime gifts exceed $5.45 million....
JTWROS and JT TEN What do these acronyms stand for? To what degree do their meanings differ? If you own or co-own assets, you should know the subtle distinction that some states make between them. JTWROS stands for Joint Tenancy with Right of Survivorship. JT TEN...
