Market Rally Slipped on Friday
The Dow Jones Industrial Average extended its winning streak to 10 days before Friday’s slip.
Q&A Time: Dominion Resources, Enterprise Products, Canon and Nikon
Troy Harmon, CFA, and Dr. Gene provide their recommendations on stock picks for listeners.
High-Yield Bonds: The Pros and Cons
Are high-yield bonds just junk? Depends on if you are compensated for the level of risk you’re taking.
Revenue Harvesting
Bil Lako, CFP®, and Dr. Gene offer advice to a long-time listener on how to sell investments for his retirement years.
2013 Will Hit Higher-Income Taxpayers Hard—Be Prepared
Higher-income taxpayers will feel a significant increase in taxes for which they need to prepare. We highlight two in this Tax Strategist.
Studies: Debt Down in Younger Households
Bil Lako, CFP® highlights some staggering consumer debt statistics (a total of $11.34 trillion) in today’s Marietta Daily Journal.
Health-Care Reform: Replacing Myths with Facts
You may have heard a lot of myths about the Affordable Care Act. We separate healthcare fact from fiction in this week’s Insurance Tip.
Tax Tips for Recently Married Taxpayers
You announced your nuptials to family and friends, but don’t forget to notify the SSA, IRS and USPS. Read more in this Tax Tip.
Why a GRAT Can Be GREAT
A grantor retained annuity trust may allow you to transfer assets to heirs while minimizing gift taxes. Read all about it in this Financial Tip.
Foreign Taxes on Investments and Taxes on MLPs
We provide provide his insight on investments with foreign taxes and how master limited partnerships can affect a tax situation.