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January 18, 2012
The New Year is always a good time to think about your financial goals and objectives for the year ahead and beyond. But don’t feel as though you have to do everything at once. Instead of the annual ritual of overdoing New Year’s resolutions and making grandiose plans (then backsliding or giving up after a … Read More: Monthly Financial Planning Resolutions December 13, 2011
How many retirement accounts do you have? If you’ve changed jobs a few times throughout your career, you could have several accounts housed in different employers’ plans. While it is certainly acceptable to leave money in an old plan, in some cases it may be a better idea to consolidate your assets. (If your … Read More: Is it Time to Roll Over Your Retirement Accounts? December 6, 2011
Last month, I attended the Schwab IMPACT conference for investment advisors in San Francisco. This invitation-only financial-industry conference brings together independent investment advisors with influential presenters, exhibitors and experts to learn about and collaborate on key issues and best practices. It was my extreme honor to speak on a panel about building and managing … Read More: Leadership, Perseverance, Hope November 29, 2011
Investors hear a lot about the benefits of asset allocation, that is, spreading your assets among different types of investments to help reduce risk. But less discussed is an equally important measurement: correlation, which is a way to measure how closely related two types of investments are. In theory, you could be invested in … Read More: How Closely Correlated Is Your Portfolio? November 9, 2011
by Andrew Mark, CPA While no one likes paying taxes, it can be more palatable when you can designate where the money goes. Arizona offers a number of dollar-for-dollar credits you can take on your income-tax return. It doesn’t matter if you owe money or get a refund; but you must have Arizona … Read More: Decide Where Your Arizona Tax Dollars are Spent |
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