Thoughtful Investor
- 3rd Quarter 2024 Balancing Willingness to Take Risk and Ability to Take Risk; Cautious Optimists Make the Best Investors; T+1 Settlement Took Effect on May 28; Planning Ahead … If the 2017 Tax Cuts and Jobs Act (TCJA) Sunsets; Owning Gold is Gaining Popularity
- 2nd Quarter 2024 The Rest of the Story; The Importance of Living Within Your Means; Developing Multiple Sources for Retirement Income; Longevity Changes the Game
- 1st Quarter 2024 New Year Checklist – Essential Documents; The Confidence Factor - One of the Uncertainties of Investing; Reality Check from Charlie Munger; Inflation Adjustments from the IRS Affect Retirement Accounts, Estate Taxes, and More; Estate Tax Inflation Adjustments; IRS 1099-K Requirement Changes; Raising Money Smart Teens
- 4th Quarter 2023 When “Missing the Best” Doesn’t Matter; Volatility Increases in Uncertain Markets; Threats to Your Financial Security Continue to Escalate; Does Your State Owe You Money?; Catch-up Contributions to 401(k) Plans Continue to Be Tax Deductible in 2024 and 2025; Stop Procrastinating and Take Action
- 3rd Quarter 2023 60/40 Portfolio Nears the Three-Quarter Century Mark; Trickle Down Effect of Higher Interest Rates; A Salute to William O’Neil; Tax Reduction or Tax Evasion?; Retirement Planning Without the Fear Factor
- 2nd Quarter 2023 Does the Presidential Cycle Mean an Up Market for 2023?; Do You Trust Your Phone a Little Too Much?; The IRS May Consider You a Small Business; The Details Matter – SECURE 2.0 Act; Preventing Fraud Can Save You from Financial Disaster
- 1st Quarter 2023 Inflation Brings IRS Changes to Tax Brackets and Much More; Complications Abound for 2023 Market Outlook; Beware of Promissory Note Fraud; Retirement Plan Contribution Limits for 2022 and 2023; Rethinking Retirement Accounts; Giving Away Money Needs to Start with a Plan
- 4th Quarter 2022 The Good News, Bad News of Inflation; Why Are Forecasts So Often Wrong?; Watch Out for the Tropes; Simple Techniques to Avoid Late Fees and Penalties; Preparing for the Inevitable
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3rd Quarter 2022 Welcome to Unintended Consequences and Interesting Times; The Next Big Thing – Energy Innovation?; Six Tools of Persuasion; Preparing for Evacuation; Don’t Forget to Put the Power of the List to Work!
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2nd Quarter 2022 Coping with Market Downturns; Put the News on Time Out; Asset Location Is an Important Tool to Reduce Taxes; Overcoming Retirement Account Investing Hesitations
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1st Quarter 2022 Greenwashing Among Risks of ESG Investing; Hide Your Home Online!; Stagflation and Why It Has Economists Worried; Replacing “Retirement” with the Goal of “Financial Independence"; Inflation is Changing the Numbers for Benefits and Federal Taxes