Posts Tagged
a certified financial planner
Is Trump Going to Mess With Your Investments? Seven Tips
published Nov 9th 2016, 1:25 pm, by Suzanne Woolley (Bloomberg) — Financial planner Timothy LaPean is watching a wave of fear and confusion sweep over clients after Donald Trump’s stunning election as U.S. president. They aren’t just freaking out about their investments. In a sign of the impact of Trump’s
This Investing Robot Could Juice Your Returns by 15%
published Sep 27th 2016, 6:45 am, by Suzanne Woolley (Bloomberg) — “Tax drag” doesn’t sound very pleasant, and it isn’t. It’s the friction that taxes inflict on your investment returns, robbing you of easy, risk-free additional money you could be making to live on in retirement. Why aren’t you making