Individual Bonds or Bond Funds?
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Suppose you’ve decided to keep a portion of your portfolio in bonds, perhaps with a higher allocation percentage than stocks. In that case, you have another decision: Should you invest…
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Suppose you’ve decided to keep a portion of your portfolio in bonds, perhaps with a higher allocation percentage than stocks. In that case, you have another decision: Should you invest…
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The Secure Act 2.0 was finally passed as just one part of a massive funding package by the outgoing congress just before Christmas on December 23, 2022, and signed into…
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An important preliminary note: Given what took place in both the stock and bond markets in 2022, I’m starting the new year with a short series of articles about “safe”…
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A character in the story of the birth and early days of Jesus we often overlook is a man named Simeon. Simeon was a devout Jew who regularly worshiped in…
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Now that I’ve reached age 70, I’m looking forward to getting just a little older. Why? Because when I reach age 70½, I’ll be eligible to make Qualified Charitable Distributions…
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An increasing number of boomer-aged families are receiving inheritances; it’s all part of a trillion-dollar transfer of wealth that will happen over the next several decades. Gen. Xers are next…