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 2019-07-01: No. 13

Judging if an Advisor is Worth Their Fees

April 15, 2019
How To Judge Whether an Investment Advisor is Worth His or Her Fees
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Schwab's Intelligent Portfolios Premium

April 15, 2019
On March 28, Charles Schwab introduced a new service that may upend the high cost asset-based investment management model.
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Fidelity Offers HSA Brokerage Accounts

April 15, 2019
It’s the first big discount brokerage firm to do so, and based on the account features, it’s immediately become the best option for investing HSA money.
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Cashing Out Low Yielding Savings Bonds

April 15, 2019
Cashing Out of Low Yielding U.S. Savings Bonds (i.e., Series EE, HH and I)
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Excluding Highly Paid Associates from Retirement Plan Participation

April 15, 2019
Excluding a Highly Paid Associate Doctor from the Retirement Plan
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Provide Cost Info When Gifting Property

April 15, 2019
When Making A Gift Of Property, Take This Step To Help The Recipient
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Financial Advisors

April 01, 2019
The recent passing of John Bogle, the founder of Vanguard and of the first indexed mutual fund, offers a timely reminder on the importance of minimizing investment fees. 
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The Importance of Learning About Investing

April 01, 2019
How Essential Is Learning About Investing?
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Taking Advantage of Section 199A

April 01, 2019
Even Though New Tax Code Section 199A Discriminates Against Professionals..
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Rare Situations Where C Corporations Make More Sense Than S Corporations

April 01, 2019
Two Scenarios Where C Corporations Make More Sense Than S Corporations
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Deadline for 2018 IRAs is Fast Approaching

April 01, 2019
IRA Contributions for 2018 are Due April 15
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Long-Term Importance of Boosting IRAs to the New $6,000 Contribution Limit

April 01, 2019
The Long-Term Impact of Boosting Your Children...
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