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Charitably Inclined Making the most of your charitable giving
Key Takeaways Before giving money away, research your intended charities carefully on Charity Navigator–a free site that can help you give more intelligently. Charitable gifts are tax-deductible...
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401(k) Plans: There Is No Free Lunch
First in a series of articles about retirement plan costs for investors, business owners and plan administrators Key Takeaways Think of the long-term impact when it comes to making the decision to...
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401(k) Plans: Don’t Let the Fees Sneak Up on You
Second in a series of articles about retirement plan costs for investors, business owners and plan administrators Key Takeaways You don’t have to know all the answers, just ask the right questions....
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401(k) Plans: The Early Days, ERISA and Your Fiduciary Responsibility
Third in a series of articles about retirement plan costs for investors, business owners and plan administrators Key Takeaways The Employee Retirement Income Security Act of 1974 (ERISA) put in place...
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New Legislation Extends Popular Tax Provisions
In one of its final actions, the 113th Congress passed the Tax Increase Prevention Act of 2014 and the President signed it on December 19th. This legislation extends for one year a host of popular tax...
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Estate Planning Checklist
Make sure family members know where to find your essential documents and contact information. Key Takeaways Sometimes it’s the simplest, but most important things that get overlooked in estate...
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Does Diversification Still Make Sense?
After a year like 2014 when one asset class (S&P 500) outperformed almost every other, investors naturally ask themselves whether broad global diversification still make sense. The simple...
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For Better Investment Results, Rely on the Evidence
Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing...
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Traditional Versus Roth Contributions: What to Consider – PART 1
Key Takeaways The decision to make Traditional or Roth contributions to retirement plans adds an extra layer of complexity to investing. Traditional contributions allow participants to defer tax until...
View ArticleResearch Confirms That Active Management Disappoints Investors
The evidence is clear, active investing offers a hollow promise of outperformance. Key Takeaways Most active managers can’t beat the markets long term. It’s not because they’re lacking in...
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