Hi Friendos, I don’t know if you heard, but the stock market took a tumble last week! Today I’ll share three ideas for productive things you could do as a result. We all want to “do something” when things feel crazy, so the key is to keep it productive and not be our own worst […]
Hi Friendos, Last week I suggested that everyone should have a written financial plan. In this and future newsletters, I’ll discuss selected elements I think your plan should consider. Today’s topic is taxes and your asset allocation. Let’s say you’ve decided that you want an asset allocation of 60% stocks and 40% bonds/cash. Consistent with […]
Frequently Taxed Questions 