Markets Around the World

Markets Around the World

The Markets Around the world in a few paragraphs… The post-election adrenaline rush may be over in the United States. Is the “reality” of the Trump presidency setting in? Or, is this merely a brief pause before optimism becomes growth? Barron’s reported: “The new year...
The Estate Tax is both Federal AND State

The Estate Tax is both Federal AND State

STATE ESTATE TAXES ARE IMPORTANT TO CONSIDER! Most Americans aren’t too concerned about federal estate taxes. After all, 99.8 percent won’t have estates large enough to be subject to the tax. For 2016, the estate tax threshold is $5.45 million (double that amount for...
Thank You Congress???

Thank You Congress???

It Almost Feels Foreign To Say It, But… Thank You Congress! Our elected leaders did some re-gifting during 2015. They restored tax cuts that had been allowed to expire and made them retroactive for 2015. Kiplinger’s reported, “In an important twist to the...
Am I Paying Excessive Investment Fees?

Am I Paying Excessive Investment Fees?

This is an excerpt from an interview Jonathan gave for a Business Insider article. How do I even know what Investment Fees I’m paying? Many investors believe they’re only paying the expense ratio (used to pay marketing costs, distribution costs and management...
Underutilized HSA has a Triple Tax Advantage

Underutilized HSA has a Triple Tax Advantage

Are You Missing Out On A Possible Triple Tax Advantage? If you have a high deductible health insurance plan and you’re not contributing the maximum to a health savings account (HSA), then you may be missing out. A study cited by The Washington Post found just one in...
What’s The Fastest Growing Latin American Country?

What’s The Fastest Growing Latin American Country?

Nope, it’s not Brazil. The gross domestic product (GDP) growth forecast for Brazil was lowered from 2.2 percent in January 2014 to 1.8 percent in June 2014, according to The Economist. That means Brazil is expected to grow more slowly than the United States this year....
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