As December 31 approaches, I review my clients’ taxable investment accounts for “tax-loss harvesting” opportunities.
Tax-loss harvesting is an important
Bitcoin -- a “digital currency” or “digital money” -- is receiving a lot of attention. Not surprising since the Bitcoin price increased 1700% this year, from
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
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 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
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
President Trump’s budget proposal, submitted to Congress today, would reduce pay and retirement benefits for Federal employees and retirees. The two biggest
Constant Contact recently named Arthur Stein, CFP(R) a 2016 “All Star Award” winner. The annual award recognizes the most successful 10 percent of Constant
At Arthur Stein Financial, LLC, we are always looking to provide new client services. Well, we just found a great one.
Our latest offering is M&M's®, Ye
InvestmentNews interviewed me and other investment managers about rumors that the new administration may postpone the implementation of the Department of Labor
The Dow Jones Industrial Average (DJIA or the “Dow”) closed above 20000 for the first time on January 25, 2016. It was a page one news story in the Wall