Tax Efficient Investing
Five Strategies for Tax Efficient Investing As just about every investor knows, it’s not what your investments earn, but what they earn after taxes that counts. After factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investments’ returns in any given year may be […]
Should I Buy a Variable Annuity?
The One Article You Need to Read Before You Buy a Variable Annuity There has already been a lot written about variable annuities and for good reason. It is hard to walk into a bank without hearing the argument that you are leaving money on the table given the low interest rate offered in savings […]
How Well Do You Understand ETFs?
How Well Do You Understand ETFs? Investors often look at exchange traded funds (ETFs) as interchangeable with common stock of public companies. They are both identified by 3 or 4 letter monikers and are accessible throughout the trading day. However, what investors must realize is that is where the similarities end. Before becoming a financial […]