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Bruce's Investing Do's and Don'ts

Bruce's Investing Do's and Don'ts

Do

Save. You can't invest money until you've saved money. And nothing will have a bigger impact on our ability to realize our financial and life goals then living within our means.

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Your 2019 Tax Fact Sheet and Calendar

Your 2019 Tax Fact Sheet and Calendar

The year 2018 ushered in seismic tax-code changes that you're likely to see reflected on your 2018 return: notably, the end of personal exemptions as well as higher standard deduction amounts that mean many fewer taxpayers are apt to benefit from itemizing their deductions than in the past.

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Investment Funds Review, 2018

Investment Funds Review, 2018

Fixed Income

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Tony Robbins – Mistakes to Avoid When Markets Decline

Tony Robbins – Mistakes to Avoid When Markets Decline

Your money is like a bar of soap, the more you handle it, the less you’ll have.” --Eugene Fama, Nobel winning economist from Malden

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Myths on Diversification

Myths on Diversification

 Here we delve into five misperceptions about diversification.

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Avoiding Disaster

Avoiding Disaster

 

 Hurricanes, floods, fires, blizzards, ice storms. No matter the season, we are reminded on a daily basis just how fragile our homes are. With the gas explosions in the Merrimack Valley and Hurricane Florence fresh in our minds, this is a good time to consider the safety of your valuables and your important papers. We suggest that you consider a safe deposit box in addition to an in-home lock box or safe. 

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How to Invest a Lump Sum of Money

How to Invest a Lump Sum of Money

Investing a lump sum of money comes down to the question of your tolerance for risk.

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The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.

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Latte Factor Calculator

Latte Factor Calculator

The latte factor may not make you rich, but it is a way to bring discipline to your spending that can save you a whole lot of money. 

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DFA Emergin Markets Core Equity I

DFA Emergin Markets Core Equity I

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Beneficiary Check-UP

Beneficiary Check-UP

When is the last time you checked the beneficiaries of your 401(k) account? 

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Investment Update

Investment Update

Watch out What You Wish For

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The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.

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What is GDP?

What is GDP?

This video briefly walks through the basics of what GDP is and how it is calculated.

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What is a Tariff?

What is a Tariff?

This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.

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Investing Made Simple - Active vs. Passive Investing

Investing Made Simple - Active vs. Passive Investing

What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both. 

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As New Tax Laws Take Effect, Check Your Withholding Amount

As New Tax Laws Take Effect, Check Your Withholding Amount
Do you remember how many withholding allowances you claimed on the last W-4 you filled out? That's the form you have to complete when you begin a new job, so your company's payroll knows how much federal income tax to withhold from your pay.
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Investing Made Simple - Real Estate (REITS)

Investing Made Simple - Real Estate (REITS)
Your plan’s investment menu includes the Vanguard Real Estate Index, an index mutual fund that invests in a diversified portfolio of “REITS” or real estate investment trusts. REITS are investment companies which own and rent out commercial real estate, such as office buildings, industrial and research parks, shopping plazas and residential projects.
 
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Protecting Yourself From Identity Theft

Protecting Yourself From Identity Theft

Phishing, the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information such as passwords and credit card numbers, was recently reaffirmed as the "biggest cybersecurity threat in 2018." 

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Planet Money - Inflation

Planet Money - Inflation

This month's Planet Money podcast: The Cost of Life in America. 

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