Stock Index

What’s an index?

by |

Maybe you’ve seen headlines reporting that a particular index is up or down. But do you actually know what an index is and how it works? Do you know why understanding the nuts and bolts of different indicies can make a difference in your investment portfolio? An index is simply a way to measure and report the fluctuations of a particular securities market or segment of a market. An index is developed by a … Read More

7 tips for making progress with your financial goals

Do you know about the Alternative Minimum Tax?

by |

More folks are starting to ask me to explain the Alternative Minimum Tax and how to know if they’re subject to it.  I find in my practice that most folks aren’t even aware that this tax exists unless they get hit by it.  So I thought it was a good time to run an AMT-101 lesson for you. What is the AMT? The AMT is essentially a separate federal income tax system with its … Read More

1 2 3 4 5