Better Money DecisionsJan 3
International stocks have been disappointing recently. With trade wars, Brexit struggles, rising interest rates and immigration issues, world investment market returns have faltered.
The answer is an emphatic YES!
Recently a proposal to add inflation to cost basis in calculating capital gains was resurrected: an idea that’s been floating around for decades.
Estate planning is not just for the rich.
That old adage “It takes money to make money” sums up the idea behind the phrase good debt.
Decades ago the common wisdom was to live off the interest and dividends a portfolio pays while not touching the principal. But those days are gone.
Better Money DecisionsOct 30
On the surface, financial planning seems pretty simple. It’s a comprehensive look at your assets and liabilities.
On this week’s episode of KKOBam, Lorraine Ell answers caller questions in detail about Financial Planner certifications when looking for a financial advisor and concerns about Business Succession planning.
Read your LinkedIn news feed with a skeptical eye, and think twice before replying to an email from a financial adviser seeking your business this week.
We recently had a prospective client ask us to send out our Form ADV Part 2. That was their only question. This SEC filing is essentially a marketing brochure that duplicates information on our website.
Lorraine Ell answers listeners questions on why you might not want to cancel credit cards & the proposed Trade Agreement.