Blog Archives

FINANCIAL TIPS FOR THE SELF-EMPLOYED

“If you’re among the 10.6 million Americans who are self-employed, you know that being your own boss brings some serious rewards,” writes Dara Luber in a first-rate piece for thestreet.com. “Steering your own vessel gives you a freedom and control

Posted in Market Improvement, Retirement Plans, Tax Planning and Deductions Tagged with: ,

Home Sales: Best Performance since February 2007

What’s the status of the housing market? According to an Associated Press story that we read on finance-commerce.com, “Americans bought more homes in June, the fourth straight monthly gain as the sales rate reached its highest level in more than

Posted in Market Improvement, Retirement Plans Tagged with: ,

WEIGHING INVESTMENT CAUTION AND RISK

“You’ve likely heard it all before: Stocks always go up in the long run; buy and hold; ignore the day-to-day volatility; invest early to capitalize on the magic of compounding; don’t let fear cloud your financial judgment,” writes Anthony Mirhaydari

Posted in Asset Allocation, Market Improvement, Planning for Longevity, Risk and Rewards Tagged with:

GOOD NEWS ON 401(K) SAVERS

How well has that 401(k) been working for you? As Nick Thornton writes in an interesting benefitspro.com piece, “updated research from the non-profit Employee Benefits Research Institute, a leading analyst of the defined contribution market, shows that savers who have

Posted in 401k, Market Improvement, Pension Parameters, Retirement Plans, Risk and Rewards Tagged with: , , ,

IRS BUSINESS AUDITS CONTINUING TO DROP

Income tax returns are the most imaginative fiction being written today. –Herman Wouk I just filled out my income tax forms. Who says you can’t get killed by a blank? –Milton Berle Jokes about the IRS and taxes are, of

Posted in Do You Know, Market Improvement, Pension Parameters, Tax Planning and Deductions

THE AMERICAN DREAM

“I have spent my life judging the distance between American reality and the American dream,” said Bruce Springsteen. So, financially speaking, what do most people judge the American dream to be? Hint: It apparently sure as heck isn’t, as it

Posted in Do You Know, Market Improvement, Planning for Longevity, Protect Your Family, Risk and Rewards Tagged with: , , ,

THE FEELING’S MUTUAL

In a superbly comprehensive and gracefully written piece for marketwatch.com headlined The right way to pick a new mutual fund, senior columnist Chuck Jaffe offers a “7-step guide to adding mutual funds and ETFs to a portfolio.” Here are lengthy

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INVESTING IN TIME, PART 2

In the conclusion of an informative David Ning piece on usnews.com, he cites additional ways in which “investors have come out ahead over the past decade.” “You can take advantage of super low cost investment products with almost instantaneous liquidity.

Posted in Do You Know, Market Improvement Tagged with: , ,

HOUSING PRICES—THE WORD IS GAIN, NOT PAIN

Who doesn’t crave encouraging news, and there was indeed some in a May 28 New York Times piece by Catherine Rampell reporting that “Americans are in a buying mood, thanks largely to the housing recovery.” Here is the first section

Posted in Market Improvement