The United States emerged from 2014 as the best house on a troubled block. Internationally, a civil war in Ukraine, slowing Chinese economy, stagnant Europe
As December 31 approaches, you – or your investment advisor – should review taxable investment accounts for “tax-loss harvesting” opportunities.
Tax
This being the season of gifts and miracles, I’m delighted to direct you to a potential source for extra cash. Across the nation, billions of dollars are
The Thrift Savings Plan (TSP) offers many benefits but flexibility of withdrawals is not one of them. Retirees often experience changes in their income needs
Recent stock market news has not been good. After declining 1.9% in the third quarter of 2014, the S&P 500 Index of US stocks declined another 2.5% from October
You may have heard the controversy and consternation since PIMCO Total Return lead investment manager Bill Gross resigned from the firm he helped start.
Mike Causey recently interviewed me on the Federal News Radio show “Your Turn with Mike Causey.” We discussed the Thrift Savings Plan (the 401k retirement plan
A recent article in the Washington Post discussed housing as an investment and whether to buy or rent. It was an excellent analysis of a complex situation.
Imagine: You are 84, living on $2,500 per month in Social Security plus $5,000 per month withdrawn from your investments. One of your checks bounces. You find
