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Inflation always on our minds…
Especially when it’s low and nobody is expecting it. People can’t ‘time’ handling of inflation expectations better than they can time the rest of the markets. So every portfolio needs hedges against it built into their diversification plan. The CFA institute blog posts a timely reminder: https://blogs.cfainstitute.org/investor/2015/11/11/three-reasons-why-it-is-still-a-good-time-to-talk-about-inflation/ Read more
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9 Things To Do Before Year End 2015
Give gifts to charity. To get a tax break for any gifts you give (cash, stock, etc), those gifts have to be given by Dec 31 to qualified charitable organizations. The IRS provides a tool for checking on this: <https://www.irs.gov/Charities-&-Non-Profits/Exempt-Organizations-Select-Check> For a contribution of cash, check or other monetary gift, you need to keep a record Read more
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Five Things Investors Should NOT Do Now (WSJ/Zweig)
Jason Zweig hits it right on the head. Must-read for all investors. Summary:1. Don’t fixate on the news2. Don’t panic3. Don’t be complacent4. Don’t get hung up on the talk of a “correction”5. Don’t think you — or anyone else — knows what will happen next Read #5 again. And again. It drives all the Read more
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“Obama Targets Financial Advisers” — a WSJ editorial full of nonsense
Today’s WSJ Editorial. For the record, we at Meyers Wealth Management do NOT agree with the editorial. We have no opinion about HOW the Obama administration is going about this — legal procedures, etc. But the notion that someone who calls himself a “financial adviser” can do so without being subject to a fiduciary Read more
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Where there’s a Will, there’s a Plan – Estate Planning
Estate Planning for Everyone Where there’s a Will, there’s a Plan (and if there isn’t a will, there’s still a plan, but it might not be what you want) (Okay, the title is just being silly — as you’ll see below, it’s about a lot more than just a will.) First a few myths that Read more
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Free Money! Which, sadly, only 25% of those eligible are taking…
Now that I have your attention, let’s try that again. Free Money! What we’re talking about here is the “Retirement Savings Contributions Credit”. It was first created as part of the 2001 tax cut package called the “Economic Growth and Tax Relief Reconciliation Act of 2001” and was made permanent as part of the 2006 Read more
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