Archive for September 2018
7 Steps to Change Your Domicile to Florida
Tax benefits and sunshine: What’s not to love? For many reasons including the great weather, many people choose to purchase property and spend time in Florida. Florida also has several significant tax benefits for its residents; however, qualifying for these benefits depends on whether Florida is your primary residence. Two of the best Florida tax…
Read MoreHow Do You Know We Are a Good Fit?
These shared principles mean shared success “Craig, you said that one of the things Warren Buffet looks for is someone he enjoys spending time with. How do you know whether it is going to work out when you meet a new advisor?” asked Mr. Edelman, a retired CEO. That’s a very good question. Here’s what I know: there…
Read MoreWhat it Takes to Really Recover After a Market Correction or a Bear Market
Another correction happening is a certainty – anticipating when, however, is difficult Corrections happen. Investors know this. Spooked by the downturn, they sell when the market declines. It’s reactionary. Their fear is that “this time, it’s not going to come back.” This fear of long-term doom has never been realized, however – even after the…
Read MoreThe S&P 500 Is the Stock Market Tracking Choice of Millions of Investors. Here’s Why.
A brief history of the Standard and Poor’s 500 The Standard and Poor’s 500 is widely recognized as the superior gauge of large-cap U.S. equities. With trillions of dollars indexed, the S&P 500 captures around 80% of the available market capitalization. It is concerned with the largest U.S. publicly-traded companies and, along with the Dow…
Read MoreAre Blue-Chip, Dividend-Paying Stocks Really “Safe?”
4 examples of why even well-known companies aren’t always worth the investment For many investors – newbies and veterans alike – there is often an attraction to big corporations. If a company is a household name (and you perhaps even have some of their products in your house), this appears to be a safe investment.…
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