3 Tips for Tax-efficient Investing and Trading invest organize plan taxes trade

3 Tips for Tax-efficient Investing and Trading

The tax code allows investors and traders, and indeed all taxpayers, to pay the least amount of tax as is permitted by law. If you invest or trade stocks, bonds, options or other securities, you should be aware of how to best utilize the...

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Three suggestions for protecting your estate plan estate plan organization planning

Three suggestions for protecting your estate plan

You know you need an estate plan. And it’s good practice to protect your legacy, your family and your wishes. Whether you create a will, a trust, appropriate beneficiary designations on accounts, or some combination of the foregoing...

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Timing is Everything!! Or is it? invest market time trade

Timing is Everything!! Or is it?

Cartoon alarm clock

What are your thoughts about frequency of “adjusting” your investments in your portfolio? Do you think you should constantly be doing something? As we have all heard, timing is everything, or is it?

 
One of the most successful traders of...

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Expectations emotion expectation

Expectations

Through one of my contacts, I learned that a music supervisor needed some original jazz songs for placement in a video project. It wasn’t going to be anything terribly scintillating. Simply background for a couple of scenes in a cable-TV series, as I recall. The...

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Turn that frown upside down? attitude emotional frown

 

We are all familiar with the author who writes the chilling horror story, the musician who pens the brooding, introspective song, or the video whose photographer, rather than an presenting uplifting images, displays for us distressing ones. We need look no further than the typical evening...

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Intuition and creativity creativity intuition

 The scientific community has long regarded intuition as metaphysical malarkey, woo-woo pseudoscience or simply anecdotal, yet unprovable. Much of the frustration in attempting to verify its existence is the demands of science that something be repeatable, measurable and identifiable to be...

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