Investing News And Commentary

Viewing posts from September, 2015

September 29, 2015

Investing: When to Sell

Stock markets around the world have had a very tough summer.  Most are down more than 10% from recent highs and volatility has increased substantially.  A currency devaluation and significant slowdown in China along with uncertainty about the Federal Reserve raising interest rates later this month are the main culprits.  Investors are nervous.  As I write this, the Dow is down more than 2,000 points since May and the S&P 500 Index is down 10% from its highs earlier this year.

Read More ›
September 29, 2015

Large Tax Savings for Freelance Doctors

Doctors who earn self-employment income by working freelance are in a great position to save big on taxes in 2015 by establishing an IRS-approved qualified retirement plan called a small business defined benefit (DB) plan before December 31, 2015. 

Read More ›
September 1, 2015

The Patience Principle

The vast majority of investors are better served by implementing a plodding, methodical, unemotional investment strategy.  Volatility in the markets is inevitable, and it provides investors with ample opportunities to make serious financial mistakes.  Understanding first that volatility is a sure thing from time to time and second that recent past is not prologue in markets is critical for investors seeking the attractive returns equity markets provide over the long run to understand.

Read More ›