Loss Harvesting

For many investors, loss harvesting is the single most important area for reducing taxes now and in the future. If properly applied, it can save you taxes and help you diversify your portfolio in ways you may not have considered. Loss harvesting is the process of selling securities at a loss to offset a [...]

Affluent Baby Boomers Ready To Retire With No Retirement Plan

Almost half of affluent baby boomers have never discussed their needs for retirement with a financial advisor. The estimated 10.5 million baby boomers moving towards retirement comprise 45 percent of all affluent households.

Women Millionaire Decision-Makers

While relatively small in number, wealthy women who are the primary financial decision-maker in their household have some distinctive attitudes towards investing, retirement, and their lifestyle that sets them apart from their male decision-maker counterparts.

How gas prices affect your wallet and your behavior

The price of gas has doubled over the past three years, hovering around $3 a gallon nationally. Research was recently conducted to determine how increased gas prices have affected personal finance, as well as behavior at work. More than 300 employees across a wide range of occupations were surveyed in [...]

July 2006 Net Worth Snapshot

Although I was worried for much of the month that we weren’t going to,