Volatile Market on Fears Fed Will Taper Treasury Buying
The market sea-sawed most sessions during the week to end down amid fears the Fed will soon taper its bond buying program.
Risk-Adjusted Return
The “Money Talks” hosts discuss how volatility and return determine the amount of risk in your portfolio.
Q&A Time: Small-Mid Cap Value Funds, Stop-Loss Orders and American Tower Corp.
The “Money Talks” hosts address questions from listeners about stop-loss orders and a communications tower REIT.
Restricted Stock: Benefits, Taxation and Planning Issues
Hosts discuss the taxation and planning issues of restricted stock.
Restricted Stock Tax Rate Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how restricted stock is taxed, and the pros and cons of the 83(b) election. Read the Article
Partnership Rules
If you contribute property or services in exchange for a partnership interest, there may be tax consequences. Learn more in this Business Tip.
Understanding Your Health Insurance Policy
It may contain technical jargon, but your health insurance policy isn’t as difficult to understand as you think. Find out in the Insurance Tip.
Don’t Panic If You Receive an IRS Notice
You should never ignore a letter from the IRS. Most can be dealt with simply and painlessly. Read more in this Tax Tip.
Just How Risky Is Your Portfolio?
You may think of risk in terms of loss, but you should also think of it in terms of not meeting your financial goals. Learn more in this Financial Tip.
In the News: Creative Employee Compensation
Bil Lako, CFP®, explains in today’s Marietta Daily Journal how some employers may offer shares of restricted stock as compensation. Read the Article