Good news! Higher short-term interest rates mean higher potential returns on your cash. This is not going to make or break your retirement plans, but it may be worth a 30 minute exercise to review the interest you are earning on…Read More
Last week was a doozy! The US stock market had been on a record-breaking streak of sessions without significant declines, so sharp drops in the market last week come as a stern reminder that we have been investing in unusual…Read More
Bonds do not get a lot of attention in conversations because they are both complicated and boring, but they are one of the three primary places to hold money that you have not spent. Those are currency, bonds, and equity…Read More
The level of anxiety about markets increasing dramatically is beginning to boil over. There are a variety of reasons working together to cause these feelings, often triggered by the recently common headline “New record highs!” There is a prevailing…Read More
Please follow this link to view the complete annual report in PDF format. Here are some interesting highlights from 2017: Emerging market stocks +37% vs US Stock market +21% US Large Cap Growth index +30%, led by tech sector Top…Read More
Expanded Use of 529 Funds Beginning on January 1, 2018, 529 account owners may take tax-free withdrawals up to $10,000 annually from their accounts for tuition expenses at public, private, or religious schools. This provision will apply to elementary, middle, and high schools. Financial…Read More
If you are a frequent user of Twitter, you may want to consider following us @ATXWealthMgmt. Twitter can be a mess and a complete waste of time. However, I have found that by carefully curating a list of people to follow, it becomes an…Read More
As you might imagine, we field several inquiries about Bitcoin each week. The intrigue is certainly understandable and we have been doing our own research in an effort to make sense of it all. Our objective is to develop a sober and…Read More
A Donor-Advised Fund (DAF) is a convenient way make charitable gifts over a long period of time. Here’s how it works: 1) Set up a DAF investment account. 2) Fund the account with a charitable donation and enjoy the tax benefit…Read More
As part of our planning services, we consistently see clients with 401(k) plans that are poorly designed, expensive, and not maximizing tax advantages. Unfortunately, employers are often not aware that they could be receiving better 401(k) services while actually lowering their overall…Read More
