Latest articles by Pete Woodring, RIA
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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?
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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.
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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.
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Your Best Year-End Tax Planning Move: Donate Stocks Instead of Cash
investing Boost your philanthropy and tax savings in one fell swoop.
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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.
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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.
Financial Planning -
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.
Financial Planning -
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.
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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.
Markets -
6 Keys to Successful Investing
Financial Planning If you adhere to these fundamental principles, your chances of achieving your long-term financial goals are great.
Financial Planning -
Is China a Scapegoat or Real Market Threat?
Markets We have become so focused on China that news from across the Pacific has an immediate impact on our capital markets, but a number of global challenges are also at play.
Markets -
A Comprehensive Guide to Your Year-End Financial Planning
Financial Planning We put so much emphasis on the return of our investments, but often neglect the ins and outs of estate planning, taxes, insurance, and retirement funds. Not here.
Financial Planning -
How to Use the Bucket Approach to Make Your Retirement Savings Last
Making Your Money Last The idea is to set up three or more “buckets” with different asset classes and different time horizons for liquidating the funds. It will stretch your money over a longer period.
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Know the Difference Between a Broker and a Registered Investment Adviser
Financial Planning Their roles and responsibilities to you as a client are as different as night and day.
Financial Planning -
The Parent Trap: College Debt
Paying for College The cost of sending your child to a four-year university is outpacing overall inflation by alarming rates. The time to start planning for your child's college costs is, well, yesterday.
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Manage Your Wealth Like a Sports Franchise
investing With “Strength in Numbers,” you can find a winning formula.
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The Investor’s Dilemma: Active, Passive, or Asset-Class Investing?
Financial Planning It’s a decision that warrants the investor’s time and due diligence, because, ultimately, your wealth is at stake and the wrong move could be costly.
Financial Planning -
Strategies for Boosting Social Security Benefits
retirement These little-known keys can open the door to thousands more in annual retirement benefits
retirement
