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With the run-up of stock market prices over the past several years, investors might find one or more of their investment holdings have appreciated considerably in value, now representing a disproportionate percentage by market value. With this in mind, it is important for investors to pay attention to these concentrated investment position(s), an important investment Continue reading Managing Concentrated Investment Position(s)

  There are many benefits associated with limited liability companies (LLCs).  And the secret is out — LLCs are becoming the entity of choice for many new businesses.  LLCs offer a high degree of customization and flexibility, and a new popular strategy is using LLCs to serve as the registered owner of an investment portfolio, Continue reading Family Investment Companies Are Fantastic!

So, I got your attention! How would you get rich? Buy gold, Bitcoin, NFTs, a lottery ticket?  Might work, but a slow and steady approach has a better chance of success. And what sort of financially rich – rich enough to not worry about money, or rich enough to sail the world? Either way, here Continue reading How to Get Rich

  Craig L. Israelsen, Ph.D. www.7TwelvePortfolio.com   This article introduces a multi-asset portfolio design that brings a higher standard to the notion of “diversified”.  This design is referred to as the 7Twelve portfolio. Continue reading The 7Twelve® Portfolio – An Introduction

        Even the most experienced of investors, including professional advisors, occasionally overlook the fundamentals of investing, often resulting in negative consequences for their portfolios, and investing clients. For less experienced investors, the challenges to avoid these same factors can be even more difficult and can lead to far greater disappointing results. Continue reading Sidestepping Common Investing Pitfalls

    As the close of 2020 quickly approaches, investor’s should start thinking ahead, reviewing and taking advantage of tax saving strategies. Here are three important tips that will help investor’s manage tax consequences, while helping to better manage their investment portfolio(s). Continue reading 2020 Year-End Tax Planning Tips

  Long time readers know that I am a huge fan of Warren Buffett. I have made the pilgrimage to Omaha three times for the Berkshire Hathaway annual shareholder meeting, and I am always impressed with the practical wisdom shared by “The Oracle from Omaha.” Here are some of my favorite Warren Buffett investing tips Continue reading Warren Buffett Investing Tips

As we’re nearing the end of 2020, we pass along this reminder that now might be an ideal time to review your portfolio and identify if any rebalancing changes may be necessary to reach long-term goals. Here’s a multi-step guideline that you will find helpful to accomplish this important portfolio management task. Continue reading Portfolio Rebalancing 2020 Year End Tips – Beat The Rush

Jonathan Clements | Editor of HumbleDollar.com     I’m probably a year or two away from regularly tapping my portfolio for income. That prospect—coupled with this year’s market turmoil—has led me to tinker with my investment mix and ponder how I’ll generate cash once I’m retired. One surprising result: I have more in stocks today than Continue reading My Four Goals

“Nothing lasts forever but the certainty of change.” — Bruce Dickinson   The passage of the SECURE Act has resulted in major changes to the tax rules governing contributions to, and required withdrawals from, qualified retirement plans and IRA accounts. In many cases, the Act makes existing estate planning for retirement benefits obsolete. While most Continue reading The Newly Enacted SECURE Act is a Game-Changer