Mr. Market and the corona virus
In school, I was taught that the stock market is a discounting mechanism. Every moment, so the theory goes, thousands of...
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How to magnify the impact of your charitable giving
There are few things more rewarding than knowing you are contributing your time and money to further a worthy cause. In...
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Leaving it all behind—the right way
I’m sure you have heard the old story about the rich man who died. One friend asked, “How much did he leave?” to which...
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Should I roll my 401(k) into an IRA?
People ask me all the time: should I roll my 401(k) into an IRA? This question usually comes up when someone is changing...
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Living in a big data world
Earlier this month, the Wall Street Journal published an article on Google’s attempt to gain access to millions of...
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Beware the Timeshare Trap
Building wealth requires constant vigilance. It’s not just about investing well. It’s about avoiding the financial...
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Getting the right financial planner
Long-time readers of this column know how much I love a good financial plan. Some people think a financial plan is just...
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What should I do after the 2019 stock market rally?
Q: I had a really good year in the stock market and my IRA is up a lot. Given the political situation and what is...
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Getting smart about the SECURE Act, part 2
In last week’s column I discussed three key provisions of the SECURE Act that will likely affect the way you handle your...
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Getting smart about the SECURE Act, part 1
It seemed inevitable that the SECURE Act would eventually make it out of legislative limbo. In May, the House of...
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Year-end giving from your IRA
Giving has a way of making us happier. At least that’s the conclusion several published studies have reached after...
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A season for giving
Giving has a way of making us happier. At least that’s the conclusion several published studies have reached after...
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