By Lee Sherman For most people, the joys of parenthood definitely outweigh the costs. But when it comes to adopting a child, it can be much more … [Read More...] about Costs of Adoption
By Peter Mastrantuono The financial challenges faced by LGBTQ couples are, in many respects, no different from married heterosexual couples. After … [Read More...] about Planning for LGBTQ Couples
By John Drachman After building up a portfolio that brings an investor newfound affluence, it’s only natural that thoughts turn to playing the … [Read More...] about Doubling Down: The Do's and Don'ts of Buying on Margin
By Thomas Kostigen The largest and most liquid market in the world is money. More than $5 trillion per day is traded via the world’s currency … [Read More...] about The Most Traded Thing in The World
By MyPerfectFinancialAdvisor.com Investing and managing your wealth is both art and science, it never has been and never will be a cold, formula … [Read More...] about Emotions and Investing: The Good, The Bad and The Ugly
By Lee Sherman The stock market is historically resistant to change. Despite that, a recent series of events, first the impeachment of President … [Read More...] about Minimizing Geopolitical Risks to Your Portfolio
By Peter Mastrantuono Nearly 25% of Americans are sandwiched between having one or two parents age 65 or older and raising their own young children … [Read More...] about The Sandwich Generation: Feeling the Squeeze
By John Drachman It was March 2009 when David Letterman married his long-time girlfriend, Alaska’s Mount Redoubt erupted – and the biggest market … [Read More...] about Take the Money and Run? Iran Conflict Edition
By Ryan O’Leary Dividends, whether from stocks, ETF’s or mutual funds, are taxable in the year that they are received. As such, they are taxable as … [Read More...] about Use Reinvested Dividends to fund Roth Conversions Instead
By Lee Sherman When it comes time for estate planning, most people are familiar with the concept of a will, a fiduciary agreement that specifies … [Read More...] about Who Needs a Trust?
By Peter Mastrantuono The stock market never travels in a straight line. As any seasoned investor knows, the stock market will frequently … [Read More...] about Are You Prepared for the Next Market Correction?
By John Drachman Regardless of size, any inheritance can seem like a bonanza. An inheritance can mean a better future to the beneficiary, reduced … [Read More...] about How to Manage Your Inheritance in Four Simple Steps