US News and World Report | Annalyn Kurtz| Dec. 4, 2017 The end of the year is always a good time to do some financial housekeeping, but this year in particular, uncertainty about tax reform may mean investors should throw a few more tricks onto … [Read more...]
Joseph Alfonso, CFP®, ChFC®, EA, RICP®, Principal, Aegis Financial Advisory, Named ‘Best Practices Advisor’ By Institute for the Fiduciary Standard
Lake Oswego, OR (PRWeb) March 26, 2017 Vanguard Founder John C. (Jack) Bogle, Personal Finance Writer, Jane Bryant Quinn endorse Best Practices, speak on importance of fiduciary standard to investors Lake Oswego, OR, March 26, 2017 -- Joseph … [Read more...]
Social Security savviness still pays off
By Donald Jay Korn Financial-Planning.com December, 30 2016, 1∶22pm EST Not so long ago, Terry Prather was advising clients to submit restricted applications for Social Security retirement benefits. Similarly, Timothy Hayes was explaining … [Read more...]
Linn Energy Looks to Ease Tax Hit on Investors
Master limited partnership is exploring a change to corporate structure that could shield investors from the fallout of a likely debt restructuring The Wall Street Journal | Liz Hoffman, Matt Jarzemsky and Laura Saunders| March 9, 2016 For some … [Read more...]
Ted Cruz Is Making One Texas-Sized Investing Mistake
Kerri Anne Renzulli |Time.com | March 01, 2016 You might be making it too. This is part of an occasional series of articles looking at the presidential candidates’ own finances. The first examined Jeb Bush’s portfolio. Republican … [Read more...]