Financial Advisor. Financial Consultant. Wealth Advisor. Wealth Manager. Financial Counselor. These are all monikers that we see on business cards of people claiming to have the …
Articles
The Straight Scoop
This is a short story about continuity and change, about a defining moment. It’s a true story. It takes place in the investment world. But I think the take away can apply in …
Why Traders Buy Call Options
This article should not be construed as investment advice. It is a hypothetical illustration of why someone would buy a call option as opposed to buying a stock. Options involve …
Are Your Investments Robbing You?
Are Your Investments Robbing You? by Dan Picinich Life is expensive. Your dollars are your dollars. Make them count. Thoughtful, targeted investment guidance is not free. …
How the Gift Tax Works
How the Gift Tax Works The skinny: If someone gives you a gift, you will not pay taxes on it. You can give away up to $14,000 per person in a single year and not owe any gift …
Will the state take your client’s IRA? It can
http://www.investmentnews.com/article/20160916/FREE/160919947/will-the-state-take-your-clients-ira-it-can …
This Is the Quietest Stock Market in Decades
http://blogs.wsj.com/moneybeat/2016/08/30/this-is-the-quietest-stock-market-in-decades/ …
Private Prison Stocks on Death Row – August 19, 2016 – Zacks.com
https://www.zacks.com/stock/news/228747/private-prison-stocks-on-death-row …
Private Prison Stocks on Death Row – August 19, 2016 – Zacks.comRead More
Planning for a Special Needs Child
From Kiplinger Personal Finance FAMILY FINANCES Making a Plan for a Special-Needs Child A patchwork of benefits and programs can help relieve the crushing costs, but planning for …
SunAmerica fund picks just 30 stocks once a year and clobbers the competition
http://www.investmentnews.com/article/20160708/FREE/160709956/sunamerica-fund-picks-just-30-stocks-once-a-year-and-clobbers-the …
SunAmerica fund picks just 30 stocks once a year and clobbers the competitionRead More
Stalking Stocks
http://realmoney.thestreet.com/articles/07/10/2016/benefits-being-stock-stalker?utm_source=alert&utm_medium=email&utm_campaign=RMY&utm_term=The+Benefits+of+Being+a+Stock …
Britain is leaving the EU. Here’s what that means.
https://www.youtube.com/watch?v=czWhVBmrNPQ …