Planning for a job change
Last Friday’s employment report pegged the unemployment rate for June at 3.7 percent, a slight uptick from the previous...
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Choosing the best account type
Q: My partner and I are looking to open a brokerage account, but we are confused about which type of account is best. Ca...
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When your IRA produces taxable income
I recently received a phone call from an individual concerned about his self-directed IRA. Several years ago, he investe...
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Do I still need a fiduciary?
In last week’s column I wrote about the SEC’s new regulation for investment advisors and broker-dealers called Regulatio...
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New SEC rule may change your life
If your financial advisor works for a broker-dealer, the new regulation passed last week by the Securities and Exchange...
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Building a strong wealth management team
Managing personal wealth can be a daunting task. The greater your wealth, the more complex the challenge. In addition to...
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Teaching kids about money
Teaching kids how to work hard and save money is challenging for many parents. It certainly was for me. My wife and I we...
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Take a look at the SECURE Act of 2019
If you believe that Congress is trapped in a morass of partisan bickering, take a look at the Setting Every Community Up...
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Should I have multiple IRAs?
Q: I have several IRAs with various brokers and a couple of 401(k) accounts at previous employers. I have been thinking...
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Capturing the triple tax benefit of Health Savings Accounts
Over the years Congress has granted tax preferences to many different types of long-term savings accounts. Most of these...
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Leaving California
The non-partisan Tax Foundation ranks California’s individual state tax environment 49th out of 50. Only New Jersey scor...
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Why can’t I keep up with the market?
Q: I have been investing for years, but I never seem to do as well as my friends. I own high quality mutual funds, but I...
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