Confessions of a Bull Market Genius
I have yet to find anyone on Wall Street, Main Street or any of the side streets who wasn’t surprised by the power of...
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Proposition 19 winners and losers
Last November, California voters narrowly approved Proposition 19. According to many real estate experts, Prop 19 is the...
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Six principles for a prosperous New Year
I know I’m a bit old-fashioned, but I firmly believe people are happier and more satisfied when they live according to...
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Getting ready for 2021
Q: I have been very frustrated with my portfolio this year. The S&P 500 and the Dow keep setting records, but my...
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Be careful with that self-directed IRA
Q: I have received several emails pitching something called a “self-directed” IRA. It sounds like they would allow me to...
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Tricks and tips for your IRA
Q: Early this year, I took a required minimum distribution from my IRA. When the pandemic hit and the government...
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Tax Questions for the Homestretch
I don’t know about you, but the rapidly approaching end of 2020 leaves me feeling a bit tired. On one hand, I find it...
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5 Ways to Protect Your Retirement
Retirement isn’t what it used to be. In the old days, a person could expect to retire with a nice pension. Nowadays...
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Is your retirement plan shark bait?
Is your retirement plan shark bait? How much do you know about your company’s 401k plan? I’m not talking about the kinds...
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Going solo with your 401k
Q: A couple of years ago, I decided to start my own consulting business. It has been doing pretty well and someone...
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How much mortgage is too much?
Q: With interest rates as low as they are, my wife and I are looking at buying a larger home. Our credit is good and our...
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Are You Prepared?
The wildfires that spread through large areas of Monterey and Santa Cruz counties this past summer were stark reminders...
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