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What to Expect From Low Volatility Investing: Insight into QBI Strategies

By Michael Lawrence

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …

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How to Finish Strong this Tax Planning Season

Posted on February 24, 2021

5 Things to Watch in the First Quarter of 2021

Posted on January 27, 2021

17 Things You Need to Know About the New Stimulus Package

Posted on December 23, 2020

How to Make Sense of Retirement and Estate Finance

Posted on December 22, 2020

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In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

Breaking Down The Basics Of HSAs

Posted on August 26, 2019

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Posted on February 19, 2019

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Market Commentary

Market Commentary: Vaccine Distribution, Stimulus Package Driving Economic Growth Estimates

The impact of government stimulus checks continues to permeate economic data. Personal income rose 10% in January, and disposable income rose 11.4%. Where did the money go? It primarily bought goods or was saved. Goods spending rose 5.8% in January, and the personal savings rate jumped to 2 …

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Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles

Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled

Market Commentary: Federal Interest Rates Remain Low with No Increases Planned

Market Commentary: Understanding ‘Short Squeezes’ and Last Week’s Intense Market Demands

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Newsletters

How After-Tax Contributions Can Take Your 401(k) to the Next Level

Posted on March 4, 2021

The number of 401(k) millionaires has hit record highs in the last few years and even spiked during the pandemic. A 401(k) millionaire is someone whose account goes up above the $1 million mark (before taxes). These are investors who have taken advantage of matches, saved aggressively, and …

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Blog

What to Expect From Low Volatility Investing: Insight into QBI Strategies

How to Finish Strong this Tax Planning Season

5 Things to Watch in the First Quarter of 2021

17 Things You Need to Know About the New Stimulus Package

How to Make Sense of Retirement and Estate Finance

In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

Breaking Down The Basics Of HSAs

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Market Commentary

Market Commentary

Market Commentary: Vaccine Distribution, Stimulus Package Driving Economic Growth Estimates

Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles

Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled

Market Commentary: Federal Interest Rates Remain Low with No Increases Planned

Market Commentary: Understanding ‘Short Squeezes’ and Last Week’s Intense Market Demands

Newsletters

Newsletters

How After-Tax Contributions Can Take Your 401(k) to the Next Level

Tax Tips for Business Owners in a COVID World

Help Improve Your Financial Plan This Year with These One-time Adjustments

Giving to Charity for the Holidays, Even Though It’s 2020

Your Year-End Tax Checklist, Plus a Few Extras for 2020

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