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 of its largest trade deficit by a country mile – the United States is the...Read More
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 career looking, and I have yet to find one. If you religiously max out your 401(k) plan...Read More
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 from property or business equity from investments in Qualified Opportunity Zones. A recent Prequin survey found...Read More
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 debated in the Senate. And at first glance, it looks great. If passed, Americans over the...Read More
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 morning, a time to go through messages on your phone, do a little light paperwork and get...Read More
