Insights into various financial topics are provided on our blog. Please bookmark this page for your reference.
- November 27, 2017
IT’S BETTER TO GIVE: TIPS FOR MAKING THE MOST OF CHARITABLE GIFTING
The holiday season is a few short weeks away and now is the time for Middle Class Millionaires to begin thinking about their charitable giving for the year. Armed with a few simple strategies, you can give more regardless of the status of the financial markets. Of course, the main ...View more - November 09, 2017
A Breakdown of the New Tax Legislation
Chances are, you’ve heard that tax “reform” is right around the corner. First, the White House released its tax legislation wish list. Now the House Republicans have released a proposal called the “Tax Cuts and Jobs Act,” which fleshes out some of the details. The House bill would reduce the number ...View more - September 27, 2017
Equifax Hack: What Now?
A few weeks ago credit reporting agency, Equifax, announced that they had been hacked earlier this year. Equifax claims the personal data of roughly 143 million Americans and some 100,000 Canadians has been stolen. Hackers were able to access names, addresses, Social Security numbers, driver’s license numbers and credit card ...View more - September 08, 2017
The Equifax Data Breach
On September 7, credit reporting agency, Equifax, dropped a consumer bombshell. It revealed that cybercriminals had gained access to the personal information of as many as 143 million Americans between May and July – about 44% of the U.S. population. The culprits were able to retrieve roughly 209,000 credit card ...View more - September 01, 2017
Harvey’s Impact on the U.S. Economy
By now, you have watched with sympathy and concern as hurricane Harvey flooded Houston. You may remember seeing similar footage when Hurricane Katrina roared through New Orleans, and when superstorm Sandy roared through the most populous areas of New Jersey and New York. As you see Houston sitting in six ...View more - August 30, 2017
Investment Management Advice for Your Self-Directed Brokerage Accounts
Have you ever hear of a Self-Directed Brokerage Account (SDBA)? If you are enrolled in a 401(k), 403(b), or 457 plan, you might want to find out if your plan gives you this option, which often goes unnoticed. About 40% of workplace retirement plans now offer SDBAs. These accounts can connect ...View more - August 30, 2017
Best Practices for Talking to Your Kids about Your Wealth
Are you a Middle Class Millionaire? If you have children, at some point they may discern how wealthy you are – and in turn, learn how “rich” their parents are. How will you handle that moment? How will they handle that knowledge? We all know (or have heard) about children from ...View more - June 29, 2017
Market Divergence
View more - June 20, 2017
Asset Allocation
View more - June 16, 2017
Who’s On Your Side?
Friday, June 9 quietly marked a historic day in the financial services world. Last Friday, the Department of Labor’s fiduciary rule came in to effect requiring all financial advisors to forego any sales agenda and give advice that would benefit their clients or customers or, if they decide otherwise, they ...View more