Had you just looked at the stock market for the first time in the last several months, you may have concluded that it’s been a dull and particularly quiet stretch given that the S&P 500 is sitting at 2,834 (as of 3/29/19), just 1% above its trading level on November 8th of last year. On the contrary, following mid-November’s mild decline and ...Read More
Have you heard about a new 20% income tax deduction on something called “Qualified Business Income (QBI)” and wondering if it applies to you? If you are self-employed, the answer is maybe. Those self-employed taxpayers fortunate enough to have their business income qualify for this deduction will be receiving this benefit for the first time as ...Read More
The S&P 500’s long winning streak of nine consecutive years with positive total returns came to a halt in 2018 with the widely-followed index retreating by -6.5% (-4.5% including dividends). After suffering a double-digit correction in the first quarter, the market climbed back to fresh highs over the summer before retreating again in the ...Read More
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A Wallet in the Sock
by Steven M. Sheldon, CFA
A Wallet in the Sock (WITS™) will help you keep your wits about you! Steven M. Sheldon takes a personal anecdote involving his dad's unorthodox vacation planning techniques and turns it into a powerful, new metaphor for achieving financial security and peace of mind.