Objective information about financial planning, investments, and retirement plans

Tax Reform and Divorce

The tax reform legislation passed in late 2017 provides the most sweeping changes in the tax code in years. While there are a number of changes that will impact many of us in various ways, the changes in the tax treatment of alimony payments could … [Continue reading]

8 Portfolio Rebalancing Tips

A previous post here on the blog discussed 4 Benefits of Portfolio Rebalancing. This post continues on the rebalancing theme and looks at some ways to implement a rebalancing strategy. In light of the recent volatility in the stock market, its … [Continue reading]

Five Things to do During a Stock Market Correction

On Friday February 3, 2018, the stock market suffered its biggest decline in about two years with the Dow Jones Industrial Average dropping over 600 points. The S&P 500 and other major averages also saw significant declines, capping off a week … [Continue reading]

The Super Bowl and Your Investments

It’s Super Bowl time and once again my beloved Packers are not playing for the for the seventh consecutive year. They had a horrible season with Aaron Rodgers going down with an injury and their backup quarterback just not cutting it. The good news … [Continue reading]

4 Benefits of Portfolio Rebalancing

Last year was a strong year for the markets, with the S&P 500 Index up almost 22% in 2017. The new year has started out strong as well with the Dow Jones Industrial Average hitting new highs so far in 2018 along with strength throughout the … [Continue reading]

Stock Market Highs and Your Retirement

The Dow Jones Industrial Average closed above 25,000 for the first time ever last week. The Nasdaq closed about the 7,000 mark for the first time as well. The S&P 500 Index closed above 2,700 to round out one of the best weeks ever for the stock … [Continue reading]