Is the Market Poised for a Value Shift?
The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many…
That Pesky Early Withdrawal Penalty: It’s There for a Reason
One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is the typical 10%-tax penalty on distributions from retirement accounts by…
Vaccines and Technology: Where to Get Help
One of the biggest flaws in the COVID vaccine distribution plan is its heavy reliance on the internet. Meanwhile, older seniors — the first and most critical targets for the…
Can Money Buy Happiness?
In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held true only up to an…
America’s Health-Care System: Where We Are Today
The COVID pandemic brought to light many problems with the U.S. health-care system. In the recent past, Americans who paid the highest premiums were those who purchased health insurance on…
Tax Pitfalls
Millions of Americans took advantage of the delayed tax-filing deadline in 2020. In fact, according to one survey, 11% of taxpayers filed their 2019 returns after the July 15 extension,…
Annuity Insights
The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees income, guaranteed by the insurer.…
Anticipation: What Will You Do?
If you’ve been cooped up, masked and socially distanced for the last year, what’s the first thing you want to do to celebrate post-pandemic freedom? Plan a dinner party? Go…
Warren Buffett’s Annual Shareholder Letter
Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to the company’s shareholders from which the investment industry gleans whatever newfound wisdom possible. Given that…
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