The Bull Market in Stocks
Beware of headlines; they may not always be what you think. It is futile to try to predict the end of a bull market.
Can I name a Beneficiary on a Non-IRA account?
Yes, there is a way to designate a beneficiary on a non-IRA account and it is called a Transfer on Death agreement or TOD. Some financial institutions use the term Payable on Death or POD.
Economy Strengthens and Stock Market Moves Higher
In May the U.S. economy continued to strengthen and the stock market continued its volatility.
Trade Wars and Volatility
In the first days of March the President tweeted that he intends to impose steep tariffs on steel and aluminum to protect American interests. That sent the market reeling and a twitter storm ensued.
Before Tax Reform
What steps can you take before December 31 to reduce your income tax liability?
Tax Reform
Tax reform dominated the airwaves in October but before it could tackle tax reform, Congress needed to successfully pass a budget. By a narrow margin the budget passed on October 26th and Republicans immediately turned to drafting a new tax plan.