President Trump signed the TSP Modernization Act of 2017 on November 17, 2017. The new law allows the TSP to loosen some current restrictions on withdrawals fro
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As December 31 approaches, I review my clients’ taxable investment accounts for “tax-loss harvesting” opportunities.
Tax-loss harvesting is an important yea
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Bitcoin -- a “digital currency” or “digital money” -- is receiving a lot of attention. Not surprising since the Bitcoin price increased 1700% this year, from $9
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Your home may be at greater risk of flooding than you think. Storms are not the only cause of floods. And global warming increases flood risks from storms becau
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S&P 500 Index funds are one of the most common investments for individual investors. But what are “index funds” and how do they compare to “indexes?”
Indexes a
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A good way to describe stock and bond market returns during the first six months of 2017 is “placid.” As in low volatility with a gradual upward trend. That is
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A good way to describe TSP Fund returns – and the stock and bond markets -- during the first six months of 2017 is “placid.” As in low volatility with a gradual
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Worried about running out of money during retirement? Well, that's a legitimate concern. But "running out of money" isn't a very exact term.
Most retirees w
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