Tax Strategies

94010181 - various type of financial and investment products in bond market. i.e. reits, etfs, bonds, stocks. sustainable portfolio management, long term wealth management with risk diversification concept.

What Happens When All Our Wealth Is Gone?

When I was dating my wife Jo, her 10-year-old daughter Holly learned I was a glutton for chocolate chip cookies. This adorable little lady grinned, loaded in the chocolate chips and baked an entire batch by herself. As she put the cookies on the cooling rack, I began to devour them. They were soft, moist […]

What Should Investors Expect In 2019

What Should Investors Expect In 2019

With our current political climate, the EU punishing Britain for Brexit, tariffs, trade wars, the Fed raising rates, record government deficits and whatever hysteria the media can create – the crystal ball is full of clutter. How should investors approach 2019? We’ve assembled a terrific group of highly regarded experts with excellent track records. Readers […]

Stop loss panic button with over black background, finance concept

Should You Use Stop Losses in This Market?

The market is bouncing up and down like Marqeus Haynes dribbled a basketball. Are stop losses necessary? Investors are edgy. Money and Markets reports – “Alarming Survey: Record Number of Fund Managers More Bearish than 08 Crisis”. “…. Bank of America’s monthly survey…is warning investors to take caution and heed the market’s warning signs. …investors managing about $646 billion […]