Category: Taxes
How Houston Energy Executives Can Reduce Taxes and Retire Before 60
For some energy executives, early retirement isn’t just a dream, it’s a real possibility. However, market volatility and inflation can make retiring early much more...
The Hidden Cost of Owning Too Many Investments – Part 2
While diversification is a crucial way to spread risk across multiple investments, over-diversification1 occurs when a portfolio owns too many investments. In this instance, there...
The Hidden Cost of Owning Too Many Investments – Part 3
As we reviewed in the two previous posts, diversification is an effective way to reduce risk. If you own too many investments, however, there can...
The Hidden Cost of Owning Too Many Investments – Part 1
Assuming you invest in individual stocks and/or mutual funds, what is one of the first questions you should ask if you want higher investment returns?...
Sequence of Returns Risk
When buying a home, you probably know many potential risks, such as the risk your home will go down in value over time or the...
What Are Stock Splits?
What Are Stock Splits? Here’s what you need to know. Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes...
Small Business Retirement Plans
How do you pick the most appropriate retirement plan for your business as well as your employees? As a small-business owner, figuring out retirement choices...
The Backdoor Roth IRA
Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able...
Bundle Up? Not When It Comes To Financial Services
For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been "bundling services" like television,...
What should I do with my stock options?
If you’re holding stock options from your employer, our Employee Stock Options Strategy will help you answer these questions: Should I exercise my options now...
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