The SECURE ACT’s “10-Year Rule” for Inherited IRAs
On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The broad intent of the legislation…
On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The broad intent of the legislation…
After a down year in 2018, the outlook for stocks in 2019 was not positive. The markets had experienced an abrupt decline in the last…
Reprinted with permission from Schanel and Associates, CPA. www.schanelcpa.com. Original Post: October 04, 2019 When an investor sells a stock or mutual fund that…
As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is…
A central tenet of our investment philosophy is diversification. Furthermore, we advocate for “real diversification”, which means owning thousands of stocks in companies of all…
In 1906, statistician Francis Galton attended a livestock fair where villagers were invited to guess the weight of an ox. No villager successfully guessed the…
In Part 1 of this series, a brief list of the advantages and disadvantages of investing in publicly traded equities vs. direct real estate was…
Some investors choose to invest their savings in stocks while other others favor investing in directly real estate. Below is a brief list of the…