There have been some volatile changes in the market recently so it's time to analyze what's going on and what you need to know. Dan talks about the falling prices and what they mean to you. He also shares some historical and psychological insight into how this volatility happens and how [...]
On this episode of Solving The Financial Puzzle, Dan will be answering some of your questions and providing clarity on a few common worries and situations that effect your wallet. The questions are on a variety of topics from retirement, investments, savings, lump sums, merging 401ks, taxes and even international issues. [...]
Recent headlines have been showing us a lot about what’s going on with the economy and what changes we may be able to expect with jobs and technology. Some changes are exciting and positive while other changes can be scary if they threaten job security. On this episode Dan takes a [...]
The New Tax Law and How it Affects Charitable Giving… Just recently a client posed the following question: I heard that the new tax law changed some of the rules pertaining to charitable giving. Can I still make a tax-free transfer from my IRA to charity and have it count as [...]
There are way too many myths surrounding investing that a surprising amount of people actually believe. Don’t be fooled by some of the so-called stock market knowledge that may be hurting you or people you know. On this episode Dan shares the top three myths that tend to confuse people and [...]
The holidays are here, and that means one thing — it’s time to send end-of-year holiday greetings. I admit, I should have sent this blog out sooner! But use it as a reference for next year. While adding standard best wishes to a greeting card or electronic message sounds simple enough, [...]
5 Obvious Strategies (That Apparently Aren’t So Obvious) Most people, on paper, would agree with these strategies. But a much smaller percentage of the population actually use them to when making financial decisions… 1. Buy low and sell high. You won’t find a single person who disagrees with the theory [...]
Tulip Bulbs & Bitcoin A little history lesson. Personally, I find nothing more beautiful than tulips in full bloom. Sadly, they don’t last long and perhaps that adds to their appeal. At no time was that love for tulips greater than in the 1630’s when prices for the bulbs soared. At [...]
5 Simple Strategies to Avoid Overspending this Holiday: As the largest gift-giving holiday season, the final month of the calendar year accounts for nearly 30 percent of total annual sales for some retailers. While this is great for suppliers, it is the costliest season of the year for shoppers. Americans spend 9 times the [...]
How Actively Managed Mutual Funds Cost You Money You likely already know that actively managed mutual funds cost more to own than index funds — a lot more. A typical active mutual funds charges fees of between 1.5% and 2%. The gap is enormous, even indefensible, once you consider that three-quarters [...]
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