Some may be renewed, others may not be. At the end of every year, certain federal tax breaks face a sunset. Some are renewed, some expire. As 2014 will soon start, here is a list of some of notable tax provisions that may go away next year – offering some opportunities that you may want [...]
The 2014 Investment Outlook from LPL is here. "In the year ahead, there are many reasons investors can return to the basics of growing and preserving their portfolios and spend less time gauging the actions of policymakers." A farming almanac is an annual publication containing a guide for the coming year and a forecast of [...]
The Stock Market Overcame Many Challenges in 2013
Who should inherit your IRA or 401(k)? See that they do. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a question quickly and easily. Or you may be saying, “You know … I’m not totally [...]
LPL Financial Research's Fixed Income Strategist Anthony Valeri and Lord Abbett's Fixed Income Strategist Zane Brown discuss taxable bonds and how to invest for rising interest rates.
Before your teenagers start working or head off to college, put them on the road to financial literacy Do your teenagers know how to manage their money? Many young people are no longer starting out their adult life in a traditional job with a pension. That’s why it’s critically important for them to form good [...]
Who will step in to fill the void once the Federal Reserve decides to exit the bond market? Anthony Valeri, Senior Vice President and Fixed Income Strategist
Not making a move may not be the best move to make. A decision not made may have financial consequences. There is an old belief that women are more cautious about money than men, and whether you believe that or not, both women and men may fall prey to a kind of money paralysis as [...]
Their combined power must be recognized & appreciated. Why reroute dividends back into your investments? Isn’t taking the income the preferred outcome when a dividend is produced? Some retirees and pre-retirees are eager for dividend income in periods of low interest rates. Even so, the choice to buy more shares has merit for the long [...]
Why are they made again and again? Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. [...]
