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Investing 101

The Winchester Mystery House in San Jose, California was built without an architect or any plans over the lifetime of its owner, Sarah Winchester. The result included stairs that lead to the ceiling, and a doorway that opens to a two-story drop! The overall effect is quite eerie, and investing without a plan may result …

The Number One Rule for Avoiding Tax Scams

Every year around this time we are unfortunately confronted with a new series of tax scams. There are many out there but a common one we have seen this year goes something like this IR-2018-27: Taxpayer’s Identification is hacked Stolen information is used to file an erroneous return in the taxpayer’s name Refund is deposited …

2017 – The Year in Review

2017: A Record Year Investors are in many ways historians. Each year we package up the twelve months from January to December in a synopsis of events, themes, and lessons, hoping to learn from the past, in an effort to make better decisions in the future. These events and lessons are critical because, as the …

Reasons to Consider Gifting Appreciated Securities to Charity

With markets continuing to boom, many people are seeing their stocks and other securities gain value quickly. One way to best make use of that growth—and avoid tax penalties for it—is to gift appreciated securities directly to the charitable organization of your choice. It’s a great option and many simply overlook this special tax provision. …