Latest articles by Pete Woodring, RIA
-
Trump Taxes and Your Wallet: Here's What I See
taxes From doubling the standard deduction to eliminating the Alternative Minimum Tax and estate tax, what could the proposed changes to our tax code mean for you and your investments?
-
Why Commission-Based Compensation Can't be Transparent
investing The cost of investing through a broker-dealer may not be what you think it is. Believe it or not, your broker might not know the full cost structure, either.
-
Fiduciary Rule in Limbo, But Investors Are Still Winning
Financial Planning No matter what happens to the DOL conflict-of-interest rule, several changes have already kicked in, and that’s good news for retirement savers.
-
Your Best Year-End Tax Planning Move: Donate Stocks Instead of Cash
investing Boost your philanthropy and tax savings in one fell swoop.
-
Why Reverse Mortgages are Worth a Look
real estate Once an expensive and risky strategy, tapping your home equity might now be a smart retirement planning move.
-
Is the Financial Advice You're Getting a Trick or Treat?
Financial Planning Don't get tricked by Wall Street; know the difference between a broker and a financial adviser.
-
Should You Pay More for Financial Advice Simply Because You Have More?
Financial Planning Consider paying a flat fee instead of the assets under management fee charged by many financial advisers.
-
4 Money Lessons for NFL Draft Picks—and New College Grads
Financial Planning Real-world rookies face the same financial challenges regardless of how much (or little) they earn. Here's how to score lifetime returns.
-
How to Protect Your Portfolio Against Black Swans
Markets Unpredictable macro events can roil financial markets. You need the right mindset for dealing with such big shocks.
