Articles

I do not need to file Schedule H and imagine that most parent household employers also do not need to file this schedule.

Congress enabled those who are taking the standard deduction to deduct $300 of charitable giving if they do not itemize.

Among the temporary measures, Congress waived required minimum distribution (RMD) requirements for only tax year 2020.

You don’t have to time the market to make money in the market. In fact, timing the market is usually a losers game as the market often pushes your emotions to do exactly the wrong thing.

A recovery after a significant downturn in the markets is often market by steep growth.

My daughter was employed at her first job, earned her first income, and was able to fund her Roth IRA for the first time.

“Sell the bounce” is never a good strategy because of the first word.

Market returns are out of your control. These thirteen actions are in your control.

Convert something today. Convert because the markets are down, or maybe convert just because you likely won’t regret it in 30 years when the markets will likely be up a lot more than they are now.

Now that we are in the midst of a bear market, investment returns are down 20% or more and Schwab’s personal value chart makes it look even worse.

In retrospect, it is clear that it was a good time to rebalance your portfolio, selling some of the bonds that you were so glad you had and buying more of the very stocks you were so worried about.

There are two critically important investment principles during retirement: 1) Stay calm and 2) Rebalance.

For many investors glued to the news, the global outlook appears to be perilous with no prospects of growth for the world economy.

As the stock market trends upward, this dip in market prices can be perceived as stocks being discounted and is likely a great time to buy low.

George Marotta reminds us in this 2002 article, “Each person can best help society by developing his or her talents to the fullest. In the process, some will earn very large incomes, but that’s OK.”