3 Tax Breaks the Big Guys Use

We’ve all seen the numbers. High-income earners are subject to higher marginal rates these days: 39.6% on incomes over $400,000 for single taxpayers and $450,000 on couples filing jointly on their 2013 returns. Additionally, single taxpayers with incomes over […] Continue Reading…

Investing in Mongolia? Yes, Mongolia.

On the outskirts of Ulaanbaatar, a nomadic family of herders is sitting outside their ger (the family tent commonly called a  “yurt” in the West)  watching Bloomberg TV…on a high-definition flat-screen television powered by a mobile solar generator and […] Continue Reading…

Sizemore on Varney & Co: Is the Fed’s Tapering Hurting Emerging Markets?

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I spoke to Varney & Company’s Charles Payne this morning about the emerging market selloff and what is driving it.

At its heart?

Current account […] Continue Reading…

3 Key Points in President Obama’s New myRA Plan

State of the Union speeches are generally pretty heavy on talk and light on practical action, and President Barack Obama’s 2014 was no exception. There was the usual backslapping and finger-pointing we’ve all grown to expect over the years […] Continue Reading…

How to Get Your Retirement Planning in Order

January tends to be an eventful month for investors engaged in retirement planning. In addition to the usual New Year’s resolutions to save more and live more frugally, January is a great month to rebalance your portfolio and to […] Continue Reading…