By John Drachman One of the United States’ founding principles “No Taxation without Representation” also means there’s no time like a Presidential … [Read More...] about Tax Policy 2020: What the Candidates Are Saying

By Thomas Kostigen More and more people are eying cryptocurrency as an investment. And more and more financial advisors are planning to allocate … [Read More...] about Is Crypto in Your Advisor’s Vocabulary?

By MyPerfectFinancialAdvisor Most investors at some level fear being the victim of a scam or Ponzi scheme and losing some or all of their … [Read More...] about How to Madoff-Proof Your Portfolio

By Lee Sherman With the deadline for filing your taxes fast approaching, you’re probably giving some thought to whether or not to prepare your … [Read More...] about The Pros & Cons of Tax Prep Software

By Peter Mastrantuono The average tax refund in 2018 was $2,869, according to Bankrate. With the 2019 federal income tax season now underway, … [Read More...] about Six Great Ideas for This Year’s Tax Refund

By John Drachman The nation’s youth are discovering that major retirement plan legislation isn’t just for their Baby Boomer parents anymore. The … [Read More...] about The SECURE Act Up-Close: Three Big Wins for Millennials

By Thomas Kostigen Many technology experts believe the real value of cryptocurrency is the block chain technology that facilitates its creation and … [Read More...] about Wall Street Positions Digital Assets for Mainstream Investors

By MyPerfectFinancialAdvisor The New York Stock Exchange, banks, federal and state offices are closed today as is customary in observance of … [Read More...] about Presidents Day 2020

By Lee Sherman Newbie investors can be spooked by the ups and downs of the market but if following the performance of your investments is making … [Read More...] about What is Tax-Loss Harvesting?

By Peter Mastrantuono Even though bonds make up a substantial portion of investors’ portfolios, many investors have little understanding of just … [Read More...] about Investing in Bonds: Not as Simple as it Looks

By John Drachman With all of asset management’s "2020 Outlook" pieces posted by now, myperfectfinancialadvisor.com took a look at the top … [Read More...] about Seven Big Ideas from the World’s Largest Money Managers

By Thomas Kostigen Many investors eyeing the cryptocurrency market usually stay focused on the two benchmarks, bitcoin and Ethereum. But those are … [Read More...] about Beyond an Investment, Cryptocurrency is a Financial Utility