Required Minimum Distributions: Minimizing the Tax Impact
A required minimum distribution (RMD) refers to the amount of annual withdrawal an investor...
Category: Articles
Exchange Traded Funds: Not Always a Passive Approach
The use of exchange traded funds (ETF’s) has become widespread in recent years. The...
A Strong Case: Equal Weighting vs The Dividend Aristocrats
The case for passive investing is a compelling one. Year after year we hear...
Real Estate Investment Trusts: Public vs Private
Real Estate Investment Trusts (REITs) are an asset category with a long history of...
A Look Back At The Financial Crisis: Where Are We Now?
Those of us that lived through the financial crisis of 2008 as active investors...
Umbrella Policy: Should You Have Coverage?
Insurance coverage is a vital part of financial planning. When most people think of...
Tax Law Changes in 2018: What You Need to Know
In late 2017 congress finalized the Tax Cuts and Jobs Act (TCJA) which was...
How to understand high yield/junk bonds
The high yield fixed income market, also known as “junk bonds” is often one...
Should you worry about market volatility?
How often have we heard that markets are volatile, and you simply need to...
Back Door Conversions: A Tax-Free Growth Opportunity
Many investors find the thought of using the ROTH IRA for tax-free growth as...