10 Emerging-Markets Stocks That Will Survive the Trade War

The following was first published on Kiplinger’s as 10 Emerging-Markets Stocks That Will Survive the Trade War

Photo credit: Financial Times

The old saying goes: When America sneezes, the world catches a cold. As the world’s largest importer – and holder […] Continue Reading…

Hate Your 401(k) Options? Try This

As you probably know, I’m a big believer in the humble 401(k) plan. Even though it’s a very basic tax shelter widely available to regular middle-class Americans, I challenge you to find something better. I’ve spent my entire professional […] Continue Reading…

Opportunity Zones: Beyond the Hype

This piece was originally published on WealthManagement.com.

Opportunity Zones are the subject of endless speculation and conference fodder, especially in commercial real estate investment circles. As most know, these zones allow investors to defer and reduce taxes on any gains […] Continue Reading…

What The New SECURE Act Means For Your IRA

How can you argue with an act of Congress named “Setting Every Community Up for Retirement Enhancement” (SECURE)? Who wouldn’t want an enhanced retirement?

The SECURE act, which recently passed the House of Representatives with a vote of 417-3, is now being […] Continue Reading…

Give Your Smartphone a Frontal Lobotomy

It’s Monday, and I want you to answer a question for me honestly: Did you check your work emails last night? Don’t look down at your shoes. You know you did it. Sunday night has become the new Monday […] Continue Reading…