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Good afternoon. We’re writing today because two of our clients were hacked within a week of each other, causing no small amount of disruption to their lives. This is a reminder about how to stay safe online. Do not click … Continue reading
Once you are signed into your Schwab account, you’ll look for the link titled “Realized Gain/Loss,” located on the top navigation bar. Once you’re on the Realized Gain/Loss page, you’ll see options to select from specific accounts, or … Continue reading
In early August, President Trump issued an executive order directing the Department of Labor to re-examine ERISA rules that have historically served to restrict the menu of investment options offered by retirement-plan sponsors. ERISA specifically prohibits only collectibles and certain … Continue reading
Treasury iBonds grew quite popular after inflation in the US spiked a few years ago. These bonds pay interest at rates approximating the Consumer Price Index, so high single-digit returns were not unusual. But rates have since declined, and investors … Continue reading
If any of our clients can tell me who said this, when, and under what circumstances, I’ll buy you a nice dinner: “We are destroying the small businessman. We are destroying Middle America. We are destroying the American dream.” Sound … Continue reading