Investing is not always about what you do (i.e. choosing where to invest), it’s equally about what you do not do. In many cases, doing nothing is the best strategy. One of the primary, less mentioned responsibilities of a Financial Planner is to protect clients from themselves, especially in the short term when they are […]
by Dimensional Fund Advisors January 2016 saw the worst start to the year for the S&P 500 in history, while the Chinese equity market experienced a decline in prices as well as continued volatility and a decline in oil prices coincided with a decline in stock prices. These events provide an opportunity to examine several
Volatility, China, and Oil Read More »
If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands of dollars in tax savings. Many people do itemize but are capped because they make too much money. And if you’re in this camp, maybe you’re wondering what you can
The Ultimate Tax Shelter Read More »
There has been a downward spiral in the stock market in the last couple months and people are concerned. Could it have something to do with China? Are there other factors? As an investor what should you do? Check out the video to see my take on the recent volatility. Brad E.S. Tinnon CERTIFIED FINANCIAL PLANNER™
(VIDEO) Volatility in the Stock Market Read More »
The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that. Ten Predictions to Count On by Jim Parker of DFA Australia Limited shows us
2016: 10 Predictions to Count On Read More »
Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately? If so, let me ease your concern. It is not appropriate for your diversified portfolio to have earned the same monstrous returns that the S&P 500 has lately. Reason being is that the majority of investments in your
A while back, I wrote a blog titled Retirement Tips for Small Business Owners. One aspect of that blog revolved around business owners depending on their business to provide for their future retirement. I discussed that any number of things could render your business obsolete and that small business owners need to have a back
Should You Invest Outside Your Business? Read More »
B.E.S.T. Wealth Management, LLC was founded on the principle that everybody deserves financial planning advice and help with investing money.
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