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Top five strategies for tax-efficient investing
With higher top tax rates now in effect, it may be time to ask yourself: Are you doing everything possible to improve your portfolio’s bottom line through tax-efficient investing? Here […]
Don’t be a victim of corporate fraud
From personal identity theft to corporate scams, fraud is one of the biggest money-making industries in the world, raking in an estimated $3.5 trillion annually. And for businesses that think […]
Don’t put this off
Writing a will is not as simple as it sounds. For most people, it requires important decisions on how to divide assets, who to select as an executor and beneficiaries, […]
Rating the money stars
That five-star fund manager? There's no telling where he'll be next year. Morningstar's star rating system is entirely based on past performance. A manager who had a good run over a few years will see his star rating jump. Ultimately, we're awarding star ratings to the manager who was the luckiest.
A winning fixed-income formula
The Federal Reserve continues to make headlines over the question of when it will begin to “taper” the current quantitative easing (QE3). Many investment pundits are suggesting that investors should […]
Which way the taxation winds are blowing: Part 2
(Editor’s note: This is the second of two parts. Read Part 1.) Steve Wyett, senior vice president of portfolio management at BOK Financial, said recently that the Congressional Budget Office […]
Top five tech trends for business
With the dog days of summer in full swing, it’s the perfect time to take inventory of your business needs for the remainder of the year. We know many companies […]
Five fireproof financial steps
The wildfire season is upon us. While many people prepare by putting together an evacuation plan and taking measures to protect their homes, the process of getting finances in order […]
Seven steps to achieve your retirement goals
In these days of market volatility and tax uncertainty, you need to make sure you’re doing all you can to make the most of your retirement savings. Here are seven […]
Higher interest rates and a stronger economy
The ability of companies to make profits and pay dividends are proof of a healthy economy. Indeed, earnings on S&P 500 companies have been improving consistently since mid-2009. In the same vein, modestly higher interest rates are one of several positive consequences of a growing economy. Just as...
Selling your home?
If your primary residence has never been a second home, used as a rental property or claimed as a home office deduction, the tax treatment upon the house sale is simple. Capital gains taxes be only be required if a single person has a net profit above $250,000 ($500,000 for a couple). However, if...
The benefits of sharing
We are moving increasingly and swiftly toward a more “shared economy”, which is evolving as a new business model that matches under-utilized assets with potential users in a manner that […]
