A while back, I remember speaking with an industry colleague about a company that had been in the news. He told me that he liked the company's stock and that, in fact, he had bought it for the mutual fund that he managed. Then he added, parenthetically, “I owned it, then I sold it, then I bought it [...]
Using the new tax law to your advantage
Perhaps you've heard the expression “there is no free lunch.” The idea is that you shouldn't be able to receive something for nothing. Whether it is with money or with your time and labor, you must always “pay” for something one way or another. That's an interesting concept, but whoever invented it [...]
Advice I hope you never need
I don't mean to be a fearmonger, but today I would like to take some time to make sure you are aware of a new type of financial fraud that in recent years has been on the rise. This new fraud involves the theft of tax refunds. Here's how it works: First, an identify thief starts with a few basic [...]
A single-digit tax rate
“In this world,” Ben Franklin famously once wrote, “nothing can be said to be certain, except death and taxes.” While that's true, I also would argue that neither is completely out of your hands. There are ways to make each less bad. When it comes to your health, we all know that we should exercise, [...]
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